Job Details
We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.
With us, you will be a part of a recognized and respected company that offers:
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support in all areas important to building your business
- Sponsorship as well as coaching to obtain the licensing required for hire
- 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
- Ability to work jointly with senior joint-work partners and to be coached by top performers
- Advancement and management opportunities
- 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.
Responsibilities
As a Financial Professional, you will:
- 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
What It Takes to Be an Equitable Advisors' Financial Professional
- A four-year college degree is preferred but not required
- Our ideal candidate is locally connected and looking to establish roots in their community
- 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.