Entry Level - Financial Planner
Entry Level - Financial Planner
Equitable Advisors
New York, NY
See who Equitable Advisors has hired for this role
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)
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Sales, Management, and Marketing -
Industries
Financial Services
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See who you knowFeatured Benefits
Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance -
401(k)
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