Equitable Advisors Southwest

05/29/2026

Exciting Announcement! 🎉
Please join us in congratulating Vickie on her well-deserved promotion to Executive Assistant to the Southwest Branch!
Over the past three years, Vickie has made an incredible impact on our team. She has been instrumental in organizing and strengthening our CRM program and RBG program, and her outstanding contributions led to her promotion to Operations Coordinator, where she helped streamline operational efficiency and supported the team in achieving key goals.
Vickie has a unique talent for stepping in wherever organization is needed most. She is highly organized, detail-oriented, and has a keen ability to simplify and improve processes, making work better for everyone around her. Beyond her impressive skillset, Vickie is truly a joy to work with—bringing positivity, collaboration, and dedication to everything she does.
In her new role, Vickie will be supporting our Executive Vice President, taking on a wide range of responsibilities that are critical to our continued success.
A few fun facts about Vickie:
• She is an Arizona native
• She spent 12 years teaching elementary school before making a career change to Equitable
• She just celebrated 3 years with the company
• She recently took an adventurous solo trip to South Korea and Bali
• She enjoys spending time with her husband, Kris, and son, Gavin (10), with bowling and arcades being family favorites
• In her downtime, she loves reading, relaxing, self-care, and meditation
Congratulations, Vickie—we’re so excited for you and can’t wait to see all you accomplish in this next chapter! 👏

05/28/2026

Equitable Advisors is seeking a detail-oriented Advisor Support professional to join their Southwest Branch in Scottsdale, AZ. This role plays a key part in supporting financial advisors and branch operations across AZ, NV, and NM. The position involves assisting with recruiting efforts, coordinating onboarding activities, creating engaging social media content, and ensuring daily operational needs are met.

This is a full-time, in-office role requiring strong organizational, communication, and multitasking skills. Ideal candidates will bring analytical thinking, attention to detail, and the ability to collaborate across teams while managing multiple priorities. A bachelor’s degree is preferred, along with skills in research, proofreading, and problem-solving. Equitable offers a competitive salary range of $50,000–$65,000, along with performance-based incentives and comprehensive benefits including medical, dental, vision, and a 401(k).

With a long-standing mission to help clients achieve financial well-being, Equitable also invests in employee growth, internal mobility, and a supportive team culture. This is a great opportunity for someone looking to build a meaningful career while making an impact in a respected financial services organization!

https://www.linkedin.com/jobs/view/4417604786/

05/22/2026

Please join me in welcoming Max Kendall to Equitable Advisors of Southwest. Welcome to the team Max!

05/22/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

05/20/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

05/18/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

05/15/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

05/13/2026

Retirement Benefits Groups (RBG) in schools play a crucial role in assisting teachers with their retirement planning. These groups provide valuable resources and guidance on pension plans, investment options, and financial planning, ensuring that educators can look forward to a secure and comfortable retirement. In celebration of Teacher Appreciation Week this week, some of the financial advisors from Jeremy Hare's team in Las Vegas treated teachers across their district to an 80's themed breakfast, complete with retro vibes and lots of appreciation. It was a fun and meaningful way to honor the dedication, hard work, and impact these educators have on their students and communities. Thank you to all our teachers - you are truly appreciated. 👏🍎
If you are interested in helping teachers with their retirement and becoming a part of our team, please reach out. Your involvement can make a significant difference in supporting those who shape our future.

05/13/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

05/11/2026

Happy Mother’s Day! 💐
Today we honor all the incredible moms who give so much love, care, and support every day. Pictured are some of the amazing moms from our branch, along with the wonderful moms of our associates and employees. We’re also celebrating dog and cat moms—your love and devotion deserve recognition too! Wishing all moms a day filled with appreciation and gratitude. 💕