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Full job description
About Equitable:
Looking to make an Impact on yourself and others? Enjoy Helping People? See yourself working with high net-worth individuals? Equitable is a fortune 500 global financial services company that is committed to helping their clients secure their financial freedom! Equitable focuses on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients.
Our Team:
We are one of the fastest growing teams in the country. All of our Advisors are nationally ranked at the top of their classes. We are an entrepreneurial group that likes to push our boundaries to make the client experience more efficient
Our Advisors are also very ambitious, coachable, and well-rounded. We have a very diverse group with people from all over the world. We look to keep expanding and bringing more global-minded and ambitious people to the group. We constantly challenge ourselves to improve and learn new things.
Location:
New York City
Watch Video to Learn More: https://www.youtube.com/watch?v=achK_A5SX2g&t=4s&ab_channel=Equitable
Career Description:
- Build client base
- Acquire new clients on an ongoing basis
- Contact clients periodically to determine if there have been changes in their financial status
- Provide knowledgeable, customized financial guidance
- Sell financial advice such as investments, retirement planning, estate planning etc.
- Finance experience not necessary
- Applicant should have an interest in sales and "winning" assets
- Advisors at Equitable build their book of business from the ground up with help from our training programs. This involves mostly sales in the beginning. This will require a sales and Entrepreneurial mindset
Qualifications:
- Entry-Level or Career Change
- Finance experience not necessary - We have training programs!
- Ability to obtain SIE, S66, S7, and LAH within 5 Months (Training provided)
Skills:
- Strong communication skills
- Sales/ marketing/ business/ entrepreneurship interest
- A four-year college degree (preferred but not required)
- Results-driven, highly motivated, self-starter
Future Career Paths:
Equitable has unmatched training programs. Some of the leaders on the team have education backgrounds and are committed to coaching and mentoring the next generation. Many Advisors go on to obtain professional designations such as CFP, CHFC, CLU, MBA etc. There are also management opportunities within the first 2 years!
Work Authorization:
(Unfortunately No visas accepted)
Benefits of working with us:
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support
- Advancement and management opportunities within 2 years
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.
