Financial Professional

Equitable Advisors

Saddle Brook (NJ)

On-site

USD 34,500 - 125,000

Full time

14 days+

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Benefits offered by this job

Medical Insurance

Paid Training

Commission Earnings

Flexible Work-Life Balance

Job summary

Equitable Advisors is seeking entry-level Financial Professionals to provide comprehensive financial services. Candidates should possess strong interpersonal skills, motivation, and a desire to help clients secure their financial futures. The role offers training, support, and various compensation options, including commissions and bonuses, with opportunities for advancement.

Qualifications

Authorized to work in the US.
Preferred four-year degree.
Results-driven and motivated.

Responsibilities

Provide financial advice and services to clients.
Participate in training and development programs.
Build long-term relationships with clients.

Skills

Interpersonal Skills

Communication Skills

Self-Starter

Integrity

Motivation

Education

Four-Year College Degree

Job description

3 days ago Be among the first 25 applicants

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This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$34,500.00/yr - $125,000.00/yr

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers, and experienced financial professionals, yet they all share several key traits: demonstrated success, values-driven, entrepreneurial mindset, knack for networking, and a desire to shape and protect their future as well as those they serve.

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit celebrating cultures and achievements.
Social impact and community engagement are promoted through programs like “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence,” which provides 200 college scholarships annually.
Enjoy the flexibility for Work-Life Balance, enabling us to identify with our authentic selves.

Training and support

Our entry-level training curriculum is designed to empower you with skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play, and access to remote-work technology solutions. You will also participate in local and national development programs and joint-work opportunities for hands-on experience.

We encourage continuing education and professional development, including pursuing designations like CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Consultant (ChFC). In partnership with Columbia University, we offer a Holistic Financial Coach certification within our Holistic Life Planning platform.

Management opportunities are available for those wishing to advance into leadership or explore leadership roles through our Leadership Development School.

Requirements

Applicants must be authorized to work in the United States.
A four-year college degree is preferred but not required.
We will assist in obtaining required state licenses and the SIE exam, which must be passed prior to onboarding.
We sponsor your pursuit of FINRA Series 7 and 66 registrations, to be completed within 240 days of joining.
Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and a desire to help others plan and protect their financial futures.
Team player with excellent interpersonal and communication skills, high self-confidence.
Ability to leverage past and present experiences and networks to develop markets and sustain long-term relationships.

Compensation and Benefits

Entry-level Financial Professionals start in our Preliminary Employment Program (“PEP”), which includes a paid week of training at the minimum wage for your location, ranging from $546-$762.40. During PEP, you can earn 100% of the commissions generated, according to our schedules. PEP lasts up to 240 days. After 90 days, you become eligible for medical insurance through our company-sponsored Health Plan at your expense.

Upon completing PEP, you can choose to be compensated via full commission plus a 30% bonus or a $24,000 annual base salary with reduced commissions. The average first-year earnings for new Financial Professionals in 2021 was $62,000, with top quartile earners reaching $135,000.

Our Strategy

We focus on the needs, goals, and aspirations of those we serve, delivering excellent customer experiences and building long-term relationships based on trust, guidance, and technology to provide tailored financial strategies.

Securities are offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC. Investment advisory services are offered through SEC-registered Equitable Advisors, LLC. Insurance products are offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. GE- 5823023.1(7/23)(Exp.7/25)

Equitable Advisors, LLC, member FINRA, SIPC, and affiliate, and Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V. GE- 7061481.1(9/24)(Exp.9/26)

Seniority level