Entry Level-Financial Advisor

Equitable Advisors; Wawasee Village (IN); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

Personalized training and support

Work-life balance

Advancement opportunities

Access to remote-work technology

Job summary

Equitable Advisors is looking for motivated individuals to become Financial Professionals in Northwest Indiana. This role emphasizes relationship building and providing holistic financial guidance. With a focus on teamwork and growth, candidates will benefit from comprehensive training and support to deliver valuable financial services consistently.

Qualifications

• Must attain life and health licenses, SIE, FINRA Series 7 and 66.
• Ability to leverage past experiences for market development.
• Results-driven with strong work ethic.

Responsibilities

• Provide knowledgeable financial guidance to clients.
• Build and maintain a client base with ongoing support.
• Incorporate holistic planning strategies in recommendations.

Skills

Integrity

Self-starter

Relationship Building

Motivated

Education

State Life and Health Licenses

SIE, FINRA Series 7 and 66 Licenses

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Equitable Advisors

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Northwest Indiana.

The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.

Responsibilities

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional.

In that role, you will:

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
• Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

What it takes

• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Benefits and compensation

• Compensation you control and a comprehensive benefits package for eligible individuals
• Opportunity to work jointly with senior joint-work partners and to be coached by top performers
• Personalized and comprehensive training and support in all areas important to building your business
• A work-life balance and access to a full suite of remote-work technology solutions
• Advancement and management opportunities

You can build your career on your own terms. No one-track path.

Note -- applicants must be authorized to work in the United States.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.

GE- 7283422.1 (11/24) (Exp.11/26)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Consulting, and Marketing

Referrals increase your chances of interviewing at Equitable Advisors by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Pension plan

Tuition assistance

Paid maternity leave

Paid paternity leave

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