Direct message the job poster from Equitable Advisors
Giani Villasis
Financial Planner / Vice President
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 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
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, keeping 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.
Sell financial products and services including life insurance and annuities and investment options
With us, you will be a part of a recognized and respected company that offers:
o Compensation you control and a complete benefits package
o Personalized and comprehensive training and support in all areas important to building your business
o Sponsorship as well as coaching to obtain the licensing required
o Ability to focus in numerous areas from being a Certified Financial Planner professional, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
o Ability to work jointly with senior joint-work partners and to be coached by top performers
o Advancement and management opportunities
o A work-life balance and access to a full suite of remote-work technology solutions
You can build your career on your own terms. No strict 9 to 5. No one-track path. No corporate ladder. Our growing field force enjoys the flexibility and balance our company provides. We believe success and maintaining a healthy lifestyle go hand-in-hand.
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.
What It Takes to Be an Equitable Advisors' Financial Professional
A four-year college degree is preferred but not required
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 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.
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. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702698 (08/21) (Exp.08/23)
Seniority level
Entry level
Employment type
Full-time
Job function
Sales, Management, and Marketing
Industries
Financial Services
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