Financial Advisor
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 stability, innovative solutions and commitments to our clients.
Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will :
- Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
- Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
- Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)
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
- Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance
- Must be authorized to work in the United States
- MBA, JD, CFP®, CPA or ChFC, a plus
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
You will receive support that is unparalleled in the industry. To get you up and running, Equitable 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.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).
Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer.
M / F / D / V. GE-3702612(8 / 21)(Exp.8 / 23)
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