Equitable is on a mission to help people build sound financial futures. Our commitment to helping people pursue what’s possible has never been stronger. Together, we guide clients forward with courage, and wisdom — and support them in making the choices that help them lead a fulfilling life — with our financial professionals as the cornerstone of our client's success.
Financial professionals at Equitable Advisors experience building clientele with a hands-on approach. Our first-rate training programs, dedicated support staff, and multitude of competitive products provides our professionals with ample resources to serve their clients' financial needs.
At Equitable, our professionals are provided:
- Pairing with an experienced Wealth Management Advisors
- Opportunities to earn income during certification
- Personalized exam study plan
- Exam Study support
Job Responsibilities:
- Prospecting & networking with potential clients
- Closing and executing transactions
- Servicing existing clients
- Analyzing and compiling presentations
- Designing Asset map for clients
- Training sessions that optimize professional development
- Planner (CFP) designation
Required Skills:
- Finance or Business degree (preferred)
- Market knowledge
- Communication verbal and written
- Competitive
- People-oriented
- Adaptable/flexible
- Goal-oriented
- Detail oriented
- Sales (preferred)
- Entrepreneur
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Job Type: Full-time
Pay: $50,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Weekly schedule:
Work setting:
Education:
License/Certification:
- FINRA License (Preferred)
Work Location: In person