Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Financial Consultant image - Rise Careers
Job details

Financial Consultant

If you want to unlock your potential as a financial consultant, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico,Equitable is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.We are looking for confident, personable and driven individuals to serve as financial representatives. As an Equitable Advisors' Financial Professional, you will prospect for potential clients, both individual and corporate, and develop a practice within the financial services industry. Our most successful Financial Professionals are those who consistently build relationships and leverage them into business opportunities.Job Responsibilities: As on of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.Your basic responsibilities will include:Prospecting and networking with potential clientsClosing and executing sales transactionsServicing existing clientsAnalyzing and compiling presentationsAttending training sessions and meetingsPursuing personal and professional development via individual study and continuing education courses which can include pursuit of Certified FinancialPlanner (CFP) designationJob Requirements: As a financial professional for Equitable Advisors, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Equitable Advisors' Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative.Specific requirements for the Financial Consultant position include:2 year degreeExcellent communications skills, verbal and writtenAuthorization to work in the Unites StatesSales experience is helpful, but not requiredIf relocation required must have one of the following FINRA/Licenses L&H, S63, SIE, S7 before your first interview. We recommend the S63 which takes 1-2 weeks to complete.If local candidate, have to have at least one license acquired on their own for us to give an offer.Benefits: As an Equitable Advisors' Financial Professional, you can look forward to a robust training program, career advancement opportunities within the company, and the potential for a high income. The extensive compensation package available to eligible Financial Services Representative includes:Base pay & commission or commission & bonusHealth, dental, life and disability insurance401(k) plus employer matchStock-purchase plan, stock options and share planDeferred compensationAbout Equitable:As one of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.Equitable Advisors is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.You'd be working closely with:Austin Jett, CFP®Regional Vice PresidentView my CFP®Certificate HereCA Insurance Lic. # 0J041321290 Avenue of the Americas, 4th FloorNew York, NY 10104Tel: 212-824-4537www.austin-jett.com austin.jett@equitable.comThis is a performance-based career and not subjected to seniority or vacancies.
Equitable Advisors Glassdoor Company Review
3.9 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
Equitable Advisors DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Equitable Advisors
Equitable Advisors CEO photo
Mark Pearson
Approve of CEO

Average salary estimate

Estimate provided by employer
$100000 / ANNUAL (est.)
min
max
$75K
$125K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Equitable Advisors is an established financial services leader, helping clients reach their goals through investment services, risk management and financial planning. Equitable Advisors focuses on a face-to-face consultative relationship with clie...

26 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
August 28, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
Other jobs
Company
Posted 3 months ago
Company
Posted 4 months ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Take Risks
Startup Mindset
Collaboration over Competition
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time-Off
Maternity Leave
Paternity Leave
Mental Health Resources
Learning & Development
Work Visa Sponsorship
401K Matching
Equity
Performance Bonus