Entry Level - Financial Advisor

Equitable Advisors; Town of Tonawanda (NY); On-site; USD 32,400 - 135,000; Full time

Benefits offered by this job

Health insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Job summary

A leading financial services firm in the Town of Tonawanda is seeking a dedicated Wealth Manager to build client relationships and provide personalized financial strategies. Successful candidates will have a Bachelor's degree or equivalent experience, excellent communication skills, and a drive to positively impact clients' lives. The role includes comprehensive training, competitive compensation with commissions, and a supportive culture focused on professional growth.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment required.
• Ability to work with and learn from top performers.

Responsibilities

• Build and nurture client relationships through networking.
• Devise personalized strategies based on clients' financial objectives.
• Discuss financial products tailored to clients’ situations.

Skills

Excellent interpersonal and communication abilities

Entrepreneurial spirit

Values-driven mindset

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

State Life & Health

SIE

Series 7

Series 66

Job description

Overview

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of financial professionals serves 2.4 million clients nationwide and we offer a structured path to becoming a wealth manager through licensing and employment.

Base pay range: $32,400.00/yr - $135,000.00/yr

Direct message the job poster from Equitable Advisors

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients’ financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients’ unique situations
• Location: In-office presence required
• Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualifications

• Education: Bachelor’s degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: Values-driven with a track record of success and accomplishment
• Communication Skills: Excellent interpersonal and communication abilities with strong self-confidence
• Mindset: Entrepreneurial spirit with a desire to positively impact others’ lives
• Collaboration: Ability to work with and learn from top performers
• Work Authorization: Must be authorized to work in the United States

Training & Development

• INRA Sponsorship: Provided for required FINRA licensing
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training
• Virtual University: Access to Equitable Advisors’ Virtual University for continuous learning
• Mentorship: Opportunities for joint work and mentorship
• Personalized Coaching: Guidance from a local Vice President to support your success
• Leadership Development: Access to Leadership Development School for management ambition
• Professional Growth: Encouragement to pursue CFP, ChFC, and other credentials
• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for completing licenses

Compensation & Benefits

• Pay structure: After PEP, biweekly stable pay for up to the first 24 months with a 40-hour workweek; base pay example discussed above
• Commissions and Bonus: Eligible to earn commissions and bonuses in addition to stable pay
• Benefits Eligibility: Health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP), subject to program terms

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and communities. We value diversity and inclusivity, offer wellness programs and employee resource groups, and support social impact initiatives and scholarships.

How to Apply

Applications are welcome at any time as part of ongoing recruitment.

End of description.

Equal Opportunity Statement

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, is an equal opportunity employer. M/F/D/V.