What are the responsibilities and job description for the Financial Advisor position at Equitable Advisors?
Why Equitable Advisors?
Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals - providing services of:
· Wealth Management
· Investments
· Retirement
· Estate planning
· Life insurance
· Annuities
· Mutual funds and more!
We believe in a holistic approach to financial planning that considers every facet of our clients’ lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.
Who you are:
You’re a highly motivated, results-driven individual with an entrepreneurial mindset.
You possess integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.
You’re a team player with excellent interpersonal skills and communication abilities.
What you’ll do:
· Analyze financial information obtained from clients and to determine strategies, products, and services to help clients meet their financial objectives.
· Build and maintain client base, keep 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
· Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
Job Requirements:
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)
Ability to develop markets through past/present experiences and acquaintances.
What we offer:
We offer entrepreneurs the opportunity to establish and grow a book of business with the support and strength of one of the nation’s leading financial services firms, Equitable Advisors. This includes:
· Uncapped commission potential
· Subsidized costs for licensing
· Bonus incentives
· 1:1 strategy meetings with our team of experienced advisors
· Flexible hours
· Opportunities for growth -Establish and lead your own team
If you're interested in this opportunity, we want to hear from you!
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- 3702679 (8/21)(Exp.7/24)