Job Description
BECOME A FINANCIAL PROFESSIONAL WITH EQUITABLE ADVISORS!
COMPANY OVERVIEW
Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 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.
We believe in a holistic approach to financial planning that takes into account every facet of our clients’ lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.
OUR VISION
Our strategy begins and ends with our customers’ needs, goals and aspirations. We seek to provide long-term relationships and emphasize guidance, technology and performance to deliver customized strategies to consumers. Our thinking is vast, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis.
OUR PEOPLE
The people who join us come from a wide variety of backgrounds, yet they share several important traits. They’re goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic and educational circles or through professional and social organizations. Although not a necessity, many possess a “natural market” of friends, family members and professional contacts who may very well be in need of professional financial guidance. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNER™ professional or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join Equitable Advisors and you could be working side by side with some of the leading minds in the business.
OUR TRAINING PROGRAM
At Equitable Advisors, we consider extensive, lifelong training to be one of our key competitive advantages. We’re committed to acquiring and leveraging every bit of intelligence available to grow the company. New Financial Professionals focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Financial Consultant (ChFC).
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
OUR COMPENSATION PROGRAM
Let’s face it. You can’t attract quality people with a second-best compensation package. As an Equitable Advisors Financial Professional, you’ll have operational flexibility while being backed by the vast resources and marketing experience of one of the world’s premier financial service organizations. If selected, you’ll have access to a competitive compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper registration/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent comprehensive benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income insurance coverage options, group term life and optional group universal life insurance coverage.
OUR REQUIREMENTS
To qualify, you should have a college degree and a personal history of success. You should be a self-starter, possess unequivocal honesty and integrity and be highly motivated in helping others achieve financial independence. Strong interpersonal and communication skills and FINRA Series 7 and 63 registrations are preferred. An advanced degree or designation (MBA, JD, CFP®, CPA, ChFC) is a plus.
At Equitable Advisors, we consider ourselves challengers, dreamers and go-getters. With a rich history, our commitment to helping people pursue what’s possible has never been stronger. Together, we guide clients forward with courage, strength and wisdom – and support them in making the choices that lead to a fulfilled life – with our financial professionals as the cornerstone of our success. Apply now for immediate consideration.
Seek a greater challenge and be life confident.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an Equal Opportunity Employer M/F/D/V. GE-3205121 (08/20) (Exp. 08/22)
Company Description
We are committed to helping our clients work toward their financial goals for themselves, their families and their businesses. We assist our clients by developing customized investments, risk management and financial planning strategies for asset accumulation, wealth preservation and wealth distribution. We want our relationship with our clients to be long lasting and rewarding. Our goal is accomplished through our financial professionals who represent a broad range of experience, backgrounds and areas of focus; such as wealth management, retirement planning, estate planning, business succession planning and many other areas. At the Edison Branch, our financial professionals and employees are dedicated to serving our clients with excellence, integrity and confidentiality.