Financial Professional

Equitable Advisors - Williamsville, NY; City of Syracuse (NY); On-site; USD 28,000 - 135,000; Full time

Job summary

Equitable Advisors is seeking Financial Professionals to offer tailored financial strategies while building strong client relationships. This commission-based role features a guaranteed base salary, comprehensive training, and a path for professional growth. Ideal candidates are driven, possess strong networking and interpersonal skills, and have a desire to help others.

Benefits

Comprehensive benefits package

Health plans

401(k) plans

Stock Purchase plans after PEP completion

Qualifications

• Work authorization in the U.S. necessary.
• State licenses and SIE exam required prior to onboarding.
• Results-driven, self-starter with a strong work ethic.

Responsibilities

• Manage client relationships and provide financial guidance.
• Participate in training for market development and sales techniques.
• Deliver customized financial strategies to clients.

Skills

Networking skills

Interpersonal skills

Communication skills

Client relationship management

Education

College degree preferred

Job description

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.

Compensation: This is a commission based role with high earning potential. We offer aguaranteed base salary of$28,000, to ensure all Financial Professionals have a consistent base, however the average Financial Professional can earn up to $135,000 with commission and bonuses.

Benefits: Comprehensive benefits package including Health, 401(k), and Stock Purchase plans upon completing the Professional Entry Program (PEP).

Our People:

Successful Financial Professionals typically exhibit the following traits:

• Proven success

• Values-driven

• Entrepreneurial mindset

• Networking skills

• Desire to help others

We value diversity and inclusion, offering opportunities for community engagement, work-life balance, and professional growth.

Training & Support:

Our entry-level program provides comprehensive training in:

• Client relationship management

• Product knowledge

• Sales techniques

• Market development

• Role-play

• Remote-work technology

We encourage and support continuing education and professional designations. Leadership opportunities are also available.

Requirements:

• Work authorization in the U.S.

• College degree preferred but not required

• State licenses and SIE exam prior to onboarding

• Series 7 and 66 registrations prior to onboarding

• Results-driven, self-starter with strong work ethic and desire to help others

• Team player with excellent interpersonal and communication skills

• Ability to develop and sustain client relationships

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

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.) are Equal Opportunity Employers M/F/D/V. GE- 7061481.1(9/24)(Exp.9/26)