Overview
Senior Executive Vice President at Equitable Advisors
Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.
Responsibilities
- Networking to discover new talent to grow your team
- Coaching from your experience & training to develop new Financial Professionals
- Collaborating with local leadership to strengthen values, mission and vision
- Committing to personal and district goals consistent with branch and company strategy
- Supervisory skills ensuring compliance and brand are met
- Fostering diverse talent and enabling an inclusive work environment
- Teambuilding through culture and events

Qualifications




- Four-year college degree preferred but not required
- Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
- Must pass FINRA Series 24 exam prior to stepping into leadership
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
- Desire to help others plan for and protect their financial futures
- Knowledge of our products & services
- High degree of self-confidence but team first attitude
- Authorized to work in the United States

Training & Support
- Leadership Development School
- Equitable Advisors' Virtual University
- Columbia Holistic Financial Coach Program
- Sponsorship for FINRA licensing
- Working closely with top leadership thru 1:1 coaching
- Joint work and mentorship opportunities
- Personalized training and support in all a

📌 Wealth Management Advisor (Lima)
🏢 Equitable Advisors
📍 Lima