Financial Consultant

Description:

Equitable Advisors, a leading financial services organization with a network of over 4,300 financial professionals across the U.S., is seeking a Financial Consultant to join its New York team. The company is dedicated to improving financial wellness and empowering clients to achieve their financial goals. This role provides a structured pathway to becoming a professional Wealth Manager through comprehensive training, licensing sponsorship, and mentorship.

As a Financial Consultant, you will work closely with individuals and families to develop personalized financial strategies, provide investment guidance, and build long-term relationships that help clients achieve stability and prosperity. This position combines client engagement, financial analysis, and portfolio management within a collaborative and growth-oriented environment.

Key Responsibilities:

Client Relationship Management:

• Build and nurture lasting client relationships through networking, meetings, and continuous engagement.

• Maintain consistent communication to track financial progress and ensure client satisfaction.

• Provide personalized financial recommendations and solutions aligned with each client’s goals and risk tolerance.

Financial Strategy Development:

• Understand client objectives to design comprehensive financial and investment strategies.

• Advise on products such as insurance, retirement plans, and investment portfolios.

• Continuously evaluate market conditions and recommend adjustments as needed.

Product and Service Consultation:

• Present and explain a variety of financial products and services.

• Provide tailored solutions that align with client financial objectives and timelines.

Collaboration and Business Growth:

• Work closely with senior advisors and mentors to gain expertise in wealth management.

• Participate in team initiatives, networking events, and business development efforts to expand client reach.

Required Qualifications:

Education:

• Bachelor’s degree or equivalent work experience required.

Licensing:

• State Life & Health Insurance License

• Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (sponsorship provided).

Personal Attributes:

• Entrepreneurial mindset with a passion for helping others.

• Strong interpersonal, communication, and relationship-building skills.

• Values-driven, ambitious, and highly motivated to achieve success.

• Authorized to work in the United States.

Training & Development:

Equitable Advisors provides comprehensive support to help you succeed in your financial consulting career, including:

• FINRA Sponsorship: Licensing support for Series 7, Series 66, and SIE.

• Preliminary Employment Period (PEP): 120-day intensive, hands-on training program.

• Virtual University: Continuous learning and skill enhancement.

• Mentorship & Coaching: Direct guidance from senior Vice Presidents and mentors.

• Leadership Development School: For those aspiring to management roles.

• Professional Designations: Encouragement to pursue credentials like CFP®, ChFC, and Credentialed Holistic Financial Coach.

Compensation & Benefits:

• Sign-On Payment: $250–$1,000 upon completion of the 120-day PEP program and required licenses.

• Stable Pay: $34,500 annual salary (approx. $2,875/month) for the first 24 months to help establish your client base.

• Commissions & Bonuses: Additional earnings through client success and sales performance.

• Comprehensive Benefits:

  • Health, dental, and vision insurance

  • 401(k) plan and Employee Stock Purchase Plan (ESPP)

  • Life and disability insurance

  • Transportation Reimbursement Incentive Program (TRIP)

Company Culture & Impact:

Equitable Advisors is deeply committed to social impact, diversity, and inclusion. Employees are encouraged to engage in community initiatives such as:

• 1,000 Hours of Giving Back Program (volunteer program supported by the Women’s Network).

• Equitable Excellence Scholarship Program, awarding 200 scholarships annually.

The company fosters a workplace where employees can thrive personally and professionally while making a positive difference in their communities.

Equal Opportunity Statement:

Equitable Advisors, LLC is an Equal Opportunity Employer (M/F/D/V). The company values diversity and provides a supportive, inclusive work environment where all employees can succeed.