Equitable Advisors - Financial Professional Job Description
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our financial stability, our innovative solutions and commitments to our clients.
Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. As a Financial Professional, you will:
· Go through our leadership management school and learn how to build a book of business
· Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
· Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
· Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including various investment options.
What it takes to be an Equitable Advisors’ Financial Professional
We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and development people of all backgrounds with a proud history and focus of developing diverse talent and enabling an inclusive work environment.
· A four-year college degree
· If you do not have them, you will be required to attain state life and health licenses, SIE, FINRA Series 7 and 63 exams (other designations a plus)
· Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
· Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
· Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Note -- applicants must be authorized to work in the United States.
Benefits of working with us
· Compensation you control and a complete benefits package
· Personalized and comprehensive training and support
· Sponsorship as well as coaching to obtain the licensing required for hire
· Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model to Executive Benefits and other specialized areas of focus
· Ability to work jointly with senior joint-work partners and to be coached by top performers
· Advancement and management opportunities
· A work-life balance and access to a full suite of remote-work technology solutions
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.
Job Type: Full-time
Pay: $52,000.00 - $152,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Compensation package:
Weekly schedule:
Work setting:
License/Certification:
- FINRA License: SIE/6/7/63/65/66 (Preferred)
Work Location: In person