Financial Services Professional - NY, New York (5261)

About the role

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management
• Ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies
• Offer clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Requirements

• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66 licensing
• Must be authorized to work in the United States

Skills

• Values-driven with a track record of success and accomplishment
• Excellent interpersonal and communication abilities with strong self-confidence
• Entrepreneurial spirit with a desire to positively impact others' lives
• Ability to work with and learn from top performers

Training & Development

• FINRA Sponsorship provided for required FINRA licensing
• Comprehensive 120-day Preliminary Employment Period (PEP) hands-on training
• Access to Equitable Advisors' Virtual University for continuous learning
• Opportunities for joint work and mentorship
• Personalized coaching from a local Vice President
• Access to Leadership Development School for those with management ambition
• Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation

• $250–$1,000 sign-on payment after signing the PEP agreement, based on a 120-day timeline for successful completion of company-sponsored required FINRA licenses and registrations
• After successfully completing PEP, eligible to become a financial professional with biweekly stable pay for up to the first 24 months
• Stable pay is based on a structured 40-hour workweek with $35,500 annually
• Eligible to earn commissions and bonuses in addition to stable pay

Benefits

• Health, dental and vision insurance
• 401(k) plan
• Employee Stock Purchase Plan (ESPP)
• Disability and life insurance
• Transportation Reimbursement Incentive Program (TRIP)

Schedule

In-office presence required; flexible schedule to maximize productivity and personal time.