Financial Consultant

Equitable Advisors; Town of Malta (NY); On-site; USD 29,160 - 35,640; Full time

Benefits offered by this job

Comprehensive benefits programs

Mentorship opportunities

Access to Virtual University for continuous learning

Job summary

A financial services firm in New York is seeking individuals passionate about helping clients achieve financial wellness. This role focuses on client engagement, developing personalized financial strategies, and offers extensive training for regulatory licensing. Candidates should possess strong communication skills and a collaborative mindset, with a bachelor's degree preferred. A stable salary and commission opportunities are included, along with comprehensive benefits programs.

Qualifications

• Must be values-driven with a track record of success
• Must have excellent interpersonal and communication abilities
• Must be entrepreneurial with a desire to impact others' lives

Responsibilities

• Build and nurture client relationships through networking events
• Develop personalized financial strategies based on clients' objectives
• Consult on financial products and services tailored to clients

Skills

Client engagement

Financial strategy development

Excellent communication skills

Collaboration skills

Education

Bachelor's degree or equivalent experience

Tools

FINRA licensing

Job description

Equitable Advisors is dedicated to helping clients achieve meaningful financial wellness. Our network of over 4,300 financial professionals nationwide is committed to fostering relationships that support clients on their financial journeys. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

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

• FINRA 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: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations such as CFP, ChFC and Equitable Advisors’ Credentialed Holistic Financial Coach program
• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses
• Stable Pay: after completing PEP, eligibility to receive biweekly stable pay for up to 24 months, with a structured 40-hour workweek and $32,400 annual salary
• Commissions and Bonus: in addition to Stable Pay, earnings through commissions and bonuses
• Benefits Eligibility: eligible for comprehensive benefits programs including health, dental and vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement incentives

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. Our commitment to being a Force for Good is reflected in programs like “1,000 Hours of Giving Back,” sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. We strive for a workplace culture dedicated to social impact and community engagement.

Equitable Advisors is an equal opportunity employer. M/F/D/V.

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.)

Note: This posting does not constitute a job offer or guarantee of employment.