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Equity Trust Jobs (NOW HIRING)

Equity Trust

Account Executive II - FT

Westlake, OH

$52.50K - $109.50K/yr

Join the Equity Trust Sales team today! As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers: * Medical, Dental and Vision coverage first of the month following ...

Equity Trust

Account Executive II - FT

Westlake, OH · On-site

$52.50K - $109.50K/yr

Join the Equity Trust Sales team today! As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers: * Medical, Dental and Vision coverage first of the month following ...

Equity Trust Company

Account Executive II

Westlake, OH · Hybrid

Join the Equity Trust Sales team today! As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers: - Medical, Dental and Vision coverage first of the month following ...

Equity Trust

Trust Operations Manager

Las Vegas, NV

*The selected candidate must be local to our Las Vegas, NV office or be willing to relocate and have availability to report in-office full-time. JOB OVERVIEW The Trust Operations Manager will lead the ...

Equity Trust

Solutions Architect

Westlake, OH

$58.25 - $76.75/hr

Maintains deep fluency in Equity Trust's existing product capabilities and surface reuse opportunities before any net-new build is considered * Challenges the instinct to build new by asking: where ...

Equity Trust

Senior Graphic Designer

Westlake, OH

$59.70K - $81.90K/yr

... Equity Trust and any affiliated companies under common ownership. This role serves as a high-impact individual contributor who brings advanced design expertise, strong conceptual thinking, and a deep ...

Equity Trust

Account Executive II

Westlake, OH

Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust's value proposition: flexibility ...

Equity Trust

Cloud DevSecOps Engineer

Westlake, OH · On-site

$51.50 - $69/hr

Network security: firewalls, WAF, segmentation, zero trust concepts * Monitoring: Azure Monitor ... Equity's mission. Together, our values spell EPIC - because that's what we strive to be for our ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and ...

Fusion HCR

Client Service Representative

Las Vegas, NV

$15.50 - $21/hr

Follows the guidelines set forth in the equity trust service philosophy * Provides inbound and outbound call servicing and operational support to individual investors and institutional clients

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$124.8K

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How much do equity trust jobs pay per year?

As of May 29, 2026, the average yearly pay for equity trust in the United States is $124,835.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $158,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Equity Trust Officer, and why are they important?

To thrive as an Equity Trust Officer, you need a solid understanding of trust administration, financial regulations, investment principles, and typically a degree in finance, law, or a related field. Familiarity with trust accounting software, compliance systems, and knowledge of relevant legal frameworks such as fiduciary duties are essential. Strong analytical skills, attention to detail, and effective communication help build trust with clients and navigate complex financial situations. These skills ensure the proper management of assets, compliance with legal standards, and the delivery of exceptional client service.

What are some typical challenges faced by professionals working in Equity Trust roles, and how can they be addressed?

Professionals in Equity Trust roles often handle complex asset management, regulatory compliance, and client relationship challenges. Balancing the diverse needs of beneficiaries, ensuring accurate record-keeping, and staying current with evolving trust and tax laws can be demanding. Effective communication, attention to detail, and ongoing professional education are key to overcoming these challenges. Working collaboratively with legal, investment, and tax teams also helps ensure compliance and optimal outcomes for clients.

What are Equity Trust professionals and what do they do?

Equity Trust professionals typically work for companies that provide self-directed retirement accounts, allowing individuals to invest in a wide range of assets such as real estate, precious metals, and private placements. Their primary role is to help clients manage and administer these accounts in compliance with IRS regulations. They guide investors through the process of setting up accounts, purchasing assets, and ensuring all transactions are properly documented. Equity Trust professionals may also provide educational resources and support to help clients make informed investment decisions.

What is the difference between Equity Trust vs Notary Public?

AspectEquity TrustNotary Public
CredentialsTrust certification, legal knowledgeNotary commission, legal training
Work EnvironmentFinancial institutions, trust companiesLegal offices, government agencies
Industry UsageFinance, estate planningLegal documentation, authentication

Equity Trust primarily involves managing financial assets and estate planning within the finance industry, requiring trust certifications. Notary Publics authenticate legal documents and affidavits, working mainly in legal settings. While both roles require legal knowledge, Equity Trust professionals focus on asset management, whereas Notaries focus on document verification.

More about Equity Trust jobs
What cities are hiring for Equity Trust jobs? Cities with the most Equity Trust job openings:
What states have the most Equity Trust jobs? States with the most job openings for Equity Trust jobs include:
What job categories do people searching Equity Trust jobs look for? The top searched job categories for Equity Trust jobs are:
Equity Trust jobs near you
Infographic showing various Equity Trust job openings in the United States as of May 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $124,835 per year, or $60 per hour.
Account Executive II - FT

Account Executive II - FT

Equity Trust

Westlake, OH

$52.50K - $109.50K/yr

Full-time

Medical, Dental, Vision, PTO

Posted 8 days ago

Job description

This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video!
Join the Equity Trust Sales team today!
As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:
  • Medical, Dental and Vision coverage first of the month following start date.
  • 20 days PTO per calendar year (prorated based on date of hire).
  • 10 paid holidays plus volunteer hours.
  • Paid Maternity/Parental leave.
  • On-site gym with weekly fitness classes.
  • Wellbeing program including opportunity for discounts on medical insurance.

JOB OVERVIEW:
The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.
RESPONSIBILITIES & DUTIES:
  • Executes a sales plan and funnel.
  • Makes outbound phone calls to leads with current and past interest.
  • Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.
  • Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding.
  • Assists in completion of account open documentation.
  • Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions.
  • Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience.
  • Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs.
  • Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy.
  • Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.
  • Creates leads using Salesforce and documents all interactions.
  • Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.
  • Meets Sales objectives and business results as established by Sales Leadership
  • Obtains and follows up with referrals.
  • Perform other duties as assigned.
QUALIFICATIONS:
  • High School diploma or equivalent required.
  • Bachelor’s degree preferred.
  • Minimum one (1) year of sales experience preferred.
  • Proven track record of meeting or exceeding sales targets.
  • Willingness to travel (client meetings, industry conferences).
PROFESSIONAL CERTIFICATIONS:
  • None required.
TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
  • Intermediate level proficiency in Microsoft Office.
  • Comfort and fluency with technology platforms; ability to understand online tools and digital client experience.
CULTURAL COMPETENCIES:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
  • Attention to Detail.
  • Time Management.
  • Written and verbal communication.
  • Organizing.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.