Location: New York,NY, USA
Equitable Advisors, a leading financial services and insurance industry firm, invites entrepreneurial-oriented individuals to join our team as Financial Professionals. With a rich history dating back to 1859, Equitable is committed to helping people build fulfilling futures through stability, innovative solutions, and a strong dedication to our clients.
As a Financial Professional, you will:
Go through our Leadership Development School, and learn how to build a book of business
Get all the licenses and certifications required to become a financial advisor.
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
Contact clients periodically to determine if there have been changes in their financial status
Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
Sell financial products and services including life insurance, annuities and investment options
Begin the process of leading a team of Financial Advisors to help them achieve their goals
What it takes to be a Financial Advisor:
A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
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
Must be authorized to work in the United States
Benefits of working with Equitable Advisors
Compensation you control and a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
A work-life balance most financial careers don t offer
This role operates on a commission-based structure, with earnings typically reflecting the average income of a Certified Financial Planner (CFP) in their first year. Alternatively, you have the option to receive a monthly base salary of $2,000, which would result in a lower commission percentage.
This is a full-time job, not an internship.
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Career opportunities are with Equitable Advisors, LLC (NY, NY 212-###-####) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136276(04/18)(Exp.04/20)