Financial Professional

Description:

Equitable Advisors, a prominent financial services and insurance firm, is hiring Financial Professionals to join their Retirement Benefits Group (RBG) division. The organization’s mission is to help individuals build fulfilling futures by offering stability, innovative financial strategies, and unwavering client commitment. This specialized division focuses on serving community-based professionals such as teachers, school administrators, and municipal employees.

This role is suited for motivated, people-oriented individuals eager to build a career in financial planning, regardless of previous education or work background. Whether you're a recent graduate or a professional seeking a career shift, Equitable Advisors provides all the training and resources necessary to help you succeed in a client-facing, impact-driven role.

Key Responsibilities:

• Provide education and financial product solutions to public sector professionals.

• Help clients plan for and protect their financial futures.

• Build long-term relationships centered on trust, integrity, and goal achievement.

• Participate in training, joint-work engagements with senior partners, and targeted specialization opportunities.

Qualifications:

• Authorization to work in the U.S.

• Four-year degree preferred, but not required.

• Willingness to obtain state Life and Health insurance licenses and pass the FINRA SIE exam prior to onboarding.

• Company-sponsored pursuit of FINRA Series 7 and 66 registrations.

• Strong work ethic, self-motivation, and interpersonal skills.

• Ability to build and maintain client relationships.

Compensation Structure:

• PEP Phase (first 120 days):

  • Sign-on payment of $250–$1000.

  • Earn 100% commission on products sold.

  • After 90 days, access to health insurance (self-paid).

• Post-PEP Phase:

  • Choose between a $24000 base salary + reduced commissions + bonuses or full commission with bonus.

Benefits (Post-PEP Completion):

• Medical, dental, and vision insurance at subsidized rates.

• 401(k) with company match.

• Employee Stock Purchase Plan (ESPP).

• Short- and long-term disability.

• Basic group life insurance.

• Transportation Reimbursement Incentive Program (TRIP).

• Firm-sponsored licensing and training.

• Specialized career tracks including CFP certification, partnership models, and executive benefit focus.

• Opportunities for advancement and leadership roles.

• Access to remote-work technology and work-life balance support.