Entry-Level Financial Advisor

Equitable Advisors; Charleston (SC); On-site; USD 62,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

401(k) with company match

Employee Stock Purchase Plan

Job summary

A leading financial services company is seeking a Retirement Benefits Group Financial Professional in Charleston, SC. The role focuses on providing financial products and services to educators and municipal employees. Candidates are encouraged from diverse backgrounds and will receive support in obtaining necessary licenses. Competitive compensation and training are provided, with average first-year earnings of $62,000. Opportunities for advancement and specialization are available.

Qualifications

• Authorized to work in the United States.
• Desire to help others plan and protect their financial futures.
• Ability to develop markets and sustain long-term relationships.

Responsibilities

• Provide financial products and services to the community.
• Participate in personalized comprehensive training.
• Build long-term relationships emphasizing trust and guidance.

Skills

Interpersonal skills

Communication abilities

Motivation

Self-starter

Education

Four-year college degree

Job description

Overview

Equitable Advisors is seeking to onboard a Retirement Benefits Group (RBG) Financial Professional. Primary focus: providing financial products and services, and education to those who build and serve our communities, such as teachers, school administrators, and municipality employees.

What it takes to be an Equitable Advisors’ Financial Professional

Equitable Advisors welcomes individuals from diverse educational and professional backgrounds. We value people just entering the workforce as well as those with experience in financial services who want a broader platform and an inclusive work environment.

• Authorized to work in the United States
• A four-year college degree is preferred but not required. We will help you obtain required state licenses and sit for the SIE prior to onboarding
• We sponsor FINRA Series 7 and 66 registrations, which must be passed prior to onboarding
• Results-driven, highly motivated, self-starter with integrity, a strong work ethic and a desire to help others plan for and protect their financial futures
• Excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Ability to draw upon past and present experiences to develop markets and sustain long-term relationships

Advantages of working with us

We offer a competitive compensation package and recognize the contributions of our Financial Professionals through reward programs.

• Compensation — Entry level Financial Professionals start in the Preliminary Employment Program (PEP) after licenses and registrations. Potential sign-on payment ranges from $250 to $1,000. During PEP, you may earn 100 percent of the commissions generated by you during PEP in accordance with the Company’s commission schedules (varies by product). PEP lasts up to 120 days. After 90 days in PEP, you may be eligible for medical insurance through the company-sponsored Health Plan at your expense.
• Upon successful completion of PEP, you become a 20th Edition Financial Professional and may choose to be compensated via Base Salary of $24,000 per year plus reduced commission and performance bonus opportunities, or Full Commission plus bonus. Average first-year earnings for new Financial Professionals in 2021 were $62,000; top quartile were $135,000.
• Benefits available to 20th Edition Financial Professionals include health (medical, dental, vision) at company-subsidized rates (as applicable), 401(k) with company match, Employee Stock Purchase Plan (ESPP), short- and long-term disability programs, basic life insurance, and transportation reimbursement incentive program (TRIP).

Licensing support and Training

• Firm sponsorship to obtain the required licensing
• Personalized comprehensive training and support in all areas important to building your business
• Specializations available in areas such as Certified Financial Planner, junior/senior partner paths, employee and executive benefits, and other specialized areas
• Work jointly with senior joint-work partners and be coached by top performers
• Advancement and management opportunities
• Work-life balance and access to remote-work technology solutions

About Equitable Advisors

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver an amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Regulatory and Equal Opportunity

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. This posting includes standard disclosures for licensing and compliance. GE-7410630.1(12/24)(Exp.12/28).