Financial Professional - NY, New York (5209)

Equitable Advisors; New York (NY); Presencial; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

Equitable Advisors in New York, NY is seeking a Financial Professional to build client relationships, develop financial strategies, and guide clients through licensing and wealth-management pathways.

This in-office role offers a structured training program, FINRA sponsorship, mentorship, and opportunities to pursue CFP, ChFC, and other credentials while earning commissions and stable pay during the initial period.

Qualificações

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include Life & Health, SIE, Series 7 and Series 66.
• Must be authorized to work in the United States.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with a track record of impact.

Responsabilidades

• 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

Conhecimentos

Client engagement

Financial advisory

Networking

Communication

Entrepreneurial mindset

Formação académica

Bachelor's degree

Licensing: State Life & Health, SIE, Series 7, Series 66

Descrição da oferta de emprego

Job Description - Financial Professional - NY, New York (5209) (250000M9)

Financial Professional - NY, New York (5209) ( 250000M9 )

Primary Location

UNITED STATES-NY-New York

Schedule

Full-time

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. 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.

Role Highlights

• 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

Skills & Experience

• 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, offering valuable insights and support to help you succeed
• Leadership Development:access to Leadership Development School for those with management ambition
• Professional Growth:encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own 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 and registrations.
• Stable Pay:After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $35,500 annually.
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
• Benefits Eligibility: Eligible financial professionals can participate in