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Professional opportunities

This is not easy work. We come in every day, challenged.

We are doing really big things. Every day is an opportunity to help change someone’s life. Our culture is at the heart of everything we do. Our strategic approach to leadership, trainings and relationships amongst one another and our community provides a foundation to achieve one purpose: to empower clients and give them the financial tools and knowledge to make the best decisions for them and their families through all stages of life.

Don’t take our word for it; in 2014-2016 and 2018, we were voted among the Most Admired Companies in Arizona by Arizona Business Magazine. This prestigious award was based on everything that is most important to us: Our customer’s opinions, our leadership team, Social Responsibility and Workplace Culture. We feel that this is a testament to our hard work and dedication to our clients and Equitable Southwest team. Recently, in 2019 and 2020, we were recognized as being one of the "Top Companies to Work for in AZ."

We are part of a leading global company in insurance and asset management. Equitable Advisors is a member of the global Equitable Group. Equitable Group is #20 in terms of sales according to statistics compiled by Forbes magazine for its Forbes Global 2000 list of the world's biggest public entities (Diversified Insurance category) for 2013. We create innovative products and offer a better quality of service.  We promote an open working environment and provide challenging and empowering jobs providing strong experience and learning opportunities.

The Time is Now

Out of the top six fastest-growing careers taking over the United States, the Personal Financial Advisor position is ranked #1 with a projected job growth rate of 32% from 2010–2020.*1  There is high demand to meet the growing number of aging Americans who are retiring. Roughly 10,000 Baby Boomers will turn 65 today, and about 10,000 more will cross that threshold every day for the next 19 years. *2

According to the Investment Company Institute, retirement assets rose from $23.4 trillion at the end of March to total $24 trillion as of June 30. *3

It’s the greatest Migration of wealth ever to hit humanity: The unprecedented flood of money, four times the size of the US gross domestic product, that will be passed along to a younger generation over the next half-century. *4 

It is estimated that nearly $60 trillion in US wealth will change hands over the next 55 years. The massive haul will be shifter from 93.6 million American estates through 2061- the largest wealth transfer in American history. *4

Studies show that 98% of new wealth inheritors change financial advisors. *5 The good news? Family specialists who take a “glass half full” outlook can benefit from that trend, as the field is wide open for advisors looking to add some of that newbie wealth to their client lists.

  • Less than 5% of the existing 316,000 financial advisors in the country are under age 30. *6
  • The average age of advisors in the country is now 50.9 years, and 43 percent of advisors in the industry are over the age of 55 years, while just 11% are under the age of 35. *7
  • Now Millions of baby boomers are heading into retirement at the same time as their financial advisor, losing a trusted caretaker of their money.These trillions of dollars will be up for grabs over the next decade as fewer than one in three advisors has a formal plan for handing off their client list. *8

Why Equitable Advisors 

What you should look for when choosing to work for a financial services company

  • Choose a company that has a history of permanence and endurance is something that our team of Financial Professionals has done. By associating with Equitable Advisors you give yourself the support and security to help start and build a solid business. Equitable Group’s activities in life insurance, financial planning, financial management and advice are offered through its principal U.S. subsidiary, Equitable Financial, and Equitable Financial’s strong family of brands, including Equitable Advisors, Equitable Life Insurance Company, AllianceBernstein and MONY Life Insurance Company. Equitable Financial has a satisfactory rating with the Better Business Bureau (BBB) and has been a BBB accredited business since 02/04/1937.
  • Financial strength and a vast array of financial resources and products to serve the needs of your clients  
  • Commitment to providing total support and reward system that helps you develop your entrepreneurial talents to grow a thriving practice. We offer one of the strongest compensation packages in the industry, a chance at true career growth and the opportunity for you to affect change in yours and clients finances.
  • A work environment that you look forward to every day. On top of our comprehensive training and hard work we also know how to have fun. From our annual trips to places like San Diego, the Caribbean, Mexico, Tahoe to our more local getaways to  Tailgate\Sporting Events, Top Golf, BBQ & Softball tournament, family pool parties, fantasy football draft, there is an event and chance for everyone to get involved. We understand that its important to build a community and support system within the office and what better way to do it than make and share great memories along the way.
  • Gives you an opportunity to grow professionally and personally. We at Equitable Advisors Southwest take this very seriously. Check out our “communities” tab for more information.

We take great pride in providing a stimulating, productive and educational environment for our new associate base by offering training, hands-on learning opportunities and mentoring via our experienced Vice Presidents. Our program helps new hires receive skilled direction, opportunity to learn and encouragement from professionals who have seen it all.

We also actively recruit experiences financial professional-successful and experienced advisors with proven track records of success. These financial professionals receive support within the branch as well as on a corporate level with the Advantage Group to transition their business.

Regardless of whether a candidate is considered novice or is an experienced hire our comprehensive firm of firms methodology not only provides clients with a depth and breadth of services not afforded by others, but offers our financial professionals both an opportunity to learn strategies from specialists and build their own financial success by offering clients a deeper well of services.

1- Projected job growth rates from the U.S. Department of Labor's Occupational Outlook Handbook, 2012-13 edition