18 Financial Professional Jobs in New York, NY
Equitable Advisors is Hiring a Financial Professional Near New York, NY
If you want to unlock your potential as a financial professional, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico,
Equitable is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.
We are looking for confident, personable and driven individuals to serve as financial representatives. As an Equitable Advisors' Financial Professional, you will prospect for potential clients, both individual and corporate, and develop a practice within the financial services industry. Our most successful Financial Professionals are those who consistently build relationships and leverage them into business opportunities.
Job Responsibilities: As on of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.
Your basic responsibilities will include:
Prospecting and networking with potential clients
Closing and executing sales transactions
Servicing existing clients
Analyzing and compiling presentations
Attending training sessions and meetings
Pursuing personal and professional development via individual study and continuing education courses which can include pursuit of Certified Financial
Planner (CFP) designation
Job Requirements: As a financial professional for Equitable Advisors, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Equitable Advisors' Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative.
Specific requirements for the Financial Professional position include:
2 year degree
Excellent communications skills, verbal and written
Authorization to work in the Unites States
Sales experience is helpful, but not required
If relocation required must have one of the following FINRA/Licenses L&H, S63, SIE, S7 before your first interview. We recommend the S63 which takes 1-2 weeks to complete.
If local candidate, have to have at least one license acquired on their own for us to give an offer.
Benefits: As an Equitable Advisors' Financial Professional, you can look forward to a robust training program, career advancement opportunities within the company, and the potential for a high income. The extensive compensation package available to eligible Financial Services Representative includes:
Base pay & commission or commission & bonus
Health, dental, life and disability insurance
401(k) plus employer match
Stock-purchase plan, stock options and share plan
Deferred compensation
About Equitable:
As one of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.
Equitable Advisors is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.
You'd be working closely with:
Austin Jett
Regional Vice President
1290 Avenue of the Americas, 4th Floor
New York, NY 10104
Tel: 212-824-4537
www.austin-jett.com austin.jett@equitable.com
Job Summary
Full Time
$118k-141k (estimate)
05/01/2024
05/20/2024
equitable.com
BISMARCK, ND
7,500 - 15,000
1939
Investment Company
BOB JOHNSON
$10B - $50B
Insurance
Related Companies
About Equitable Advisors
NB Group provides wealth planning services andinvestment solutions toindividuals andinstitutions.
The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
03/22/2022: Lima, OH
A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
03/12/2022: Kingsport, TN
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
12/31/2021: Little Rock, AR
Financial advisors may run their own firm or they might be part of a larger office or bank.
03/02/2022: Paramus, NJ
A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
02/07/2022: Lake Charles, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
02/15/2022: Reno, NV
To become a financial advisor, one first needs to complete a bachelor's degree.
01/18/2022: Riverside, CA
To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
03/11/2022: Olympia, WA
Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
02/20/2022: New Brunswick, NJ
Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
01/04/2022: Florence, AL
Step 3: View the best colleges and universities for Financial Professional.
