Financial Consultant

Description:

Equitable Advisors is actively seeking a Financial Consultant to join their New York City office. This role offers a unique opportunity to enter or grow within the wealth management industry, supported by one of the most respected financial advisory networks in the U.S.

With a mission centered on helping individuals and families reach meaningful financial wellness, Equitable Advisors provides robust training, mentorship, and an inclusive work culture. You’ll engage directly with clients, guiding them through customized financial strategies while building a rewarding long-term career in financial consulting.

Key Responsibilities:

• Build and manage a strong portfolio of clients through networking, consultation, and financial strategy.

• Develop and implement personalized financial strategies based on client goals, financial conditions, and risk tolerance.

• Recommend financial products and services tailored to each client's needs.

• Maintain regular communication with clients, tracking financial goals and portfolio performance.

• Collaborate with top performers and mentors within the firm to accelerate your career path.

Required Skills & Qualifications:

• Bachelor’s degree or equivalent relevant experience.

• Must obtain or hold the following licenses: State Life & Health, SIE, Series 7, Series 66 (sponsorship provided).

• Strong interpersonal and communication skills.

• Entrepreneurial spirit and a values-driven mindset.

• Must be authorized to work in the United States.

Training & Development:

• FINRA Licensing Sponsorship provided.

• 120-day Preliminary Employment Period (PEP) with hands-on training.

• Access to Equitable Advisors' Virtual University for continuous learning.

• Ongoing mentorship and personalized coaching by local Vice Presidents.

• Eligibility for Leadership Development School and professional designations like CFP®, ChFC®, and Holistic Financial Coach.

Compensation & Benefits:

• Sign-On Bonus: $250–$1000 based on completion of licensing during PEP.

• Stable Pay: $34,500 annually (based on a structured 40-hour week) for up to 24 months after PEP.

• Total Earnings Potential: Up to $125,000+ annually with commission and bonus.

• Comprehensive Benefits Include:

  • Health, dental, and vision insurance

  • 401(k) retirement plan

  • Employee Stock Purchase Plan (ESPP)

  • Life and disability insurance

  • Child care support and commuter incentives

Our Culture & Impact:

Equitable Advisors is committed to making a difference in people’s lives and their communities. The organization promotes diversity, inclusion, and social responsibility. Programs such as "1,000 Hours of Giving Back" and the "Equitable Excellence" scholarship initiative reflect their commitment to community engagement and employee wellness.