Entry Level Salaried Financial Professional

Description:

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.
Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.

Train

• Acquire your core financial services licenses

o Series 7, Series 66, Life and Health License
o Learn about the philosophy behind the Equitable financial planning process
o Learn about the financial markets and types of investments
o Understand how to engage clients
Learn

• Join our Branch Assist team to

o Connect with existing Equitable clients
o Work with them to position their existing investments to meet their long term financial goals
o Work with existing clients to plan and prepare for new financial needs as their lives and needs change
Partner

• Spend the next two years working with 10 – 20 successful Financial Professionals to

o Contact their clients to help them grow and build efficiencies in their business
o Work with clients to help them realize their financial goals
o Get an up close and personal view as to what it takes to become a successful Financial Professional

Additional Training
You will receive additional training in critical skills and topics including
o Client Prospecting
o Conducting face to face client meetings
o Developing client seminars
o Managing business expenses

Qualifications
Required Qualifications

• Bachelor's degree or equivalent relevant industry experience
• Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
• Prior customer relationship management experience