Equity Trust Company

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Headquarters Westlake, OH
Size 150 to 499 Employees
Founded 1974
Type Company - Private
Industry Finance

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.

Equity Trust Company – Why Work For Us?

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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.
In addition to traditional retirement investments such as stocks and mutual funds, clients at Equity Trust can diversify their retirement plans into assets such as real estate, private placements, notes, deeds of trust, tax liens, foreign currency and much more.

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.

Working at Equity Trust Company

Posted by employees

Employees are “Satisfied”   41 ratings


85% Approve of the CEO   19 ratings

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Jeffrey Desich


Once you get the hang of things, its easy to succeed

  Current Sales in Westlake, OH

Pros: 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. Full Review

More Equity Trust Company Ratings & Reviews ( 41)

Salaries in USD  United States Avg. Salary

Retirement Plan Specialist

4 Equity Trust Company Salaries


Operations Associate - Hourly

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Operations Associate

2 Equity Trust Company Salaries


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= Anonymous Salary Range

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More Equity Trust Company Salaries (20)

Accepted Offer – Interviewed in Westlake, OH – Reviewed Jun 17, 2014

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.Full Interview

More Equity Trust Company Interview Questions & Reviews (13)

Equity Trust Company Awards & Accolades

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99 Great Workplaces for Top Talent in Northeast Ohio, North Coast 99, 2010

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