Equity Trust: A Leading Provider of Self-Directed IRAs
Equity Trust is the nation's leading provider of Self-Directed IRAs and 401ks, with over 130,000 clients in all 50 states and approximately $12 billion of retirement plan assets under administration.
Truly Self-Directed IRAs and other retirement plans allow you to create lasting wealth by investing in areas where you have knowledge, expertise, and comfort.
As a passive custodian Equity Trust does not offer investments or investment advice.
Equity Trust, a regulated financial institution, is made up of a staff of experienced professionals who truly care about serving our clients.
We invite you to learn more about Equity Trust and truly Self-Directed IRA investing.
At Equity Trust Company, we have a wide array of amenities from our on-site eatery Sprout to our Wellness Program Thrive
A farm-to-table style, on-site eatery with a catering company providing a variety of healthy options for breakfast and lunch with a color-coded labeling system to assist with identifying healthy choices
• After work take home meal service for employees
• On-site coffee barista
• In-house wellness center featuring a full selection of exercise equipment, classes such as Zumba,
• Yoga or Cardio, a massage room, an outdoor walking track and an employed fitness instructor
• Complimentary massages and personal training and wide array of fitness classes
• Smoke-free campus
• On-site dry cleaning service
• Orientation and onboarding program for all new hires
• Competitive base salary
• All employees are eligible for a bonus/incentive plan
• Employer matched 401(k) plan
• Comprehensive medical, dental & vision with available non-smoking discount
• Company paid short & long term disability insurance
• Company paid life insurance
• Additional voluntary life insurance
• PTO and paid sick time
• Full Time Equity Trust Employees are eligible for 8.5 paid holidays a year. The following is a list of the company honored holidays:
• Equity Trust’s 401 (k) Plan has been adopted to provide full and part-time (more than 1000 hours annually) employees with the opportunity to save for retirement on a tax-deferred basis.
• Health benefits including Medical, Vision, and Dental coverage
• Company Sponsored Events
• Training, Education, and Development
• Volunteer and Social Perks
Valuing Driven Employees
We strive to recognize employees who stand out and go beyond the company’s expectations. Our employees are passionate about their work and we are passionate to give them the proper recognition through one of our many award programs that take place on a daily, weekly, monthly, and annual basis.
Service Award Program
The purpose of the Service Award Program is to recognize employees for their continued loyalty, dedication, and service to Equity Trust Company. After reaching “Milestone” achievement years, Equity Trust Company recognizes employees’ contributions with small gifts based on the employees’ preferences.
First Class Postcard Program
First Class Postcards are designed to recognize employees who have gone the extra mile by helping our company exceed expectations. Employees are given a First Class Postcard highlighting their awesome achievements during daily line-up meetings.
Daily Line-Up Success Stories
Each morning our employees come together to share the daily news throughout the company. In Daily Line-Up meetings employees are highlighted by a peer for demonstrating a company core value. These meetings are also a great way to learn about upcoming events.
Shining Star Award
The Shining Star Program invites employees to recognize and nominate a peer who has made significant contributions to the mission, vision, and goals of the company. The Quarterly Shining Star winner is announced and highlighted at our corporate Quarterly Meeting. At the end of each year, all Quarterly Shining Star winners are nominated for the Annual Shining Star award. The Quarterly Shining Star winners receive a monetary gift and a half day off with pay. The Annual Shining Star winner receives a monetary gift and a full day off with pay.
Equity Trust Mission Statement and Core Values
Our Mission Statement
To help investors make tax-free profits through education, innovation, and a commitment to understanding their individual needs.
Our core values were created with both our clients and our employees in mind. These ideas grew into a structure to make it easy for our clients to prosper and our employees to support our mission.
We are Innovators
We value creativity and forward thinking. The spirit of innovation allows us to constantly improve ourselves and our relationship with our clients. New ideas enable us to solve problems, improve our services, and bring ourselves closer to our clients. Our innovation drives everything from corporate change to our constant improvement of daily tasks.
Knowledge is the Foundation of our Success
We believe that education is the cornerstone of our success. We do not have factories, machines, or inventory . . . knowledge is our product. By providing education to our clients, we can open their minds to the endless possibilities that are available to them; creating a bond that no competitor can break.
The Client is our Ultimate Boss
From the CEO to our part time employees, everyone answers to our clients. Each client has the ability to fire all of us by simply choosing to use one of our competitors. We understand and acknowledge the fact we must stay close to our clients. It is critical that we understand their needs. We are client-oriented and have a caring, patient, and positive attitude towards our clients. They give us our direction and the opportunity to succeed.
We Make it Happen
We have a "get it done" attitude. We are passionate about seizing opportunities in every aspect of our business. Our company's foundation was built on drive and hard work. We are committed to keeping our foundation strong.
We Take Pride in Ourselves, Work, and Company
The foundation of quality is pride in ourselves and the work that we perform. We are driven by more than a paycheck. We strive to do things right because we believe that our work serves a critical role in the financial well being of our clients.
We Have Fun at What We Do
We constantly find ways to brighten our days, enlighten our minds, and support each other in what we do. We are positive, optimistic and enjoy our work environment. We believe that a smile and positive attitude are the best indicators of a healthy and harmonious atmosphere.
Reliability is our Ultimate Commitment
We understand that our clients depend on us and that reliability is our most important promise. Our clients can count on us. We are committed to their success and have a responsibility to ensure we are there for them.
We are All on the Same Team
We ensure success through building lasting relationships with our clients and each other. We have established an environment where teamwork and collaboration are encouraged and celebrated. We believe that a partnership with our clients is created in every transaction.
Equity Trust Company is more than a business . . .we are a family. We share the same goals, have the same values, and have long-term commitments with one another. We are here for each other in times of need and celebration.
This past year, Equity Trust Company paired with BVU (Business Volunteers Unlimited), the Center for Nonprofit Excellence, an organization that helps engage employees in community service. As a member, BVU is assisting us in connecting with a variety of volunteer opportunities; including hands on volunteer projects for groups and individuals, pro-bono skills-based consulting, and nonprofit board and committee roles. Equity Trust has put together a committee of 15-20 employees that organizes and communicates all community outreach projects. Prior to joining BVU and establishing a committee, our Ambassador of Culture was taking on the responsibility of arranging all of our community efforts. Equity Trust had so many organizations and events on our plate that we decided to expand our efforts to a larger spectrum.
Some of our community efforts in the past have included: Adopt a Soldier, Elyria Relay for Life, Boys and Girls Club, Cleveland School Supply Drive, Junior Achievement, Toys for Tots, Canned Food Drive, Hurricane Sandy Victim Relief, Christmas Toy Drive, Families of South Africa Relief, and our annual Thanksgiving Turkey Drive with St. Peter and Paul Orthodox Church. This past year we had 90+ employees bake over 120 turkeys to donate for Thanksgiving.
Equity Trust Company Photos
6 people found this helpful
- Comp & Benefits
- Work/Life Balance
- Senior Management
- Culture & Values
- Career Opportunities
I have been working at Equity Trust Company full-time for more than 3 yearsPros
There is a lot to learn, but once you understand the business you can really grow into your role. The company does a great job recognizing and rewarding employees.Cons
The business is somewhat seasonal. Its busy around tax time and at the end of the year but slow in the summer months.Advice to ManagementAdvice
Creating more leadership roles in the sales department would give tenured employees something to strive forRecommendsPositive OutlookApproves of CEO
Getting an Interview
Getting an Interview
1 person found this helpfulApplication Details
I applied through a recruiter - interviewed at Equity Trust Company.Interview Details
Met with several members of the executive team. Roughly 1 hour per. Questions varied between management philosphy, tactics, and results. All questions asked and topics discussed related to the potential role.Accepted OfferPositive Experience
Equity Trust is one of the nation's leading providers of self-directed IRAs and 401(k)s, with more than 130,000 clients in all 50 states and more than $12 billion of retirement plan assets under management. www.trustetc.com
Mission: To help investors make tax-free profits through education, innovation, and a commitment to understanding their individual needs.