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Financial Advisory Consultant

2 months ago

Syracuse, New York, United States Equitable Advisors Full time

Position Overview

Equitable Advisors stands as a reputable financial advisory firm with a solid history in the sector. Our core mission is to assist clients in achieving their financial stability, empowering them to lead fulfilling lives. We are committed to positively influencing the futures of individuals and businesses by providing tailored financial services and products that cater to their changing financial requirements throughout their lives.

Our Team

Our Financial Professionals come from diverse backgrounds, including recent graduates, career changers, and seasoned financial experts. They all share essential qualities: a history of success, strong values, an entrepreneurial spirit, networking skills, and a commitment to shaping and safeguarding their futures as well as those of their clients.

  • We prioritize and respect individuals from all backgrounds, focusing on nurturing diverse talent and creating an inclusive workplace.
  • Our Diversity, Equity, and Inclusion (DEI) initiatives thrive through opportunities for participation in activities such as employee resource groups and our annual Diversity Summit celebrating various cultures and achievements.
  • Community engagement and social impact flourish through programs like "1,000 Hours of Giving Back" and "Equitable Excellence," which awards 200 college scholarships each year.
  • We promote a healthy Work-Life Balance, allowing individuals to connect with their authentic selves.

Training and Development

Our comprehensive training program is designed to equip you with the necessary skills and tools for success, including client relationship management, product knowledge, sales strategies, market development, role-playing exercises, and access to a full suite of remote work technology solutions. You will also enhance your skills through local and national development programs and collaborative work opportunities for practical experience.

Financial professionals at all experience levels seek ongoing education and opportunities to advance their careers by refining their skills. We encourage the pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Consultant (ChFC). In collaboration with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also provide management opportunities for those interested in advancing into leadership roles through our Leadership Development School.

Qualifications

Requirements:

  • Applicants must have authorization to work in the United States.
  • A four-year college degree is preferred but not mandatory.
  • We will assist you in obtaining the necessary state licenses and preparing for the SIE exam, which must be completed prior to onboarding.
  • We will support your pursuit of FINRA Series 7 and 66 registrations (to be completed independently within a specified timeframe).
  • Results-oriented, highly motivated self-starter with integrity, a strong work ethic, and a desire to assist others in planning and securing their financial futures.
  • A collaborative team player with excellent interpersonal and communication skills, demonstrating a high level of self-confidence.
  • Ability to leverage past and present experiences to develop markets and maintain long-term relationships.

Compensation and Benefits

Entry-level Financial Professionals begin in our Preliminary Employment Program (PEP), which includes a week of paid training. During this initial week, you will receive the hourly minimum wage for your location. Throughout PEP, you will have the opportunity to earn 100% of the commissions generated during this period, in accordance with the company's commission schedules, which vary based on the financial products sold. The maximum duration of PEP is 240 days.

Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. In this role, you can choose between two compensation structures: full commission plus a bonus (30% bonus based on eligible paid first-year commissions) or an annual base salary with reduced commission. Commissions in both scenarios are calculated according to the company's commission schedules and vary based on the financial products sold. The average earnings for new Financial Professionals in their first full year following PEP were significant.

As a 20th Edition Financial Professional, you will also have access to a variety of comprehensive benefit plans, including health insurance (medical, dental, and vision), a 401(k) plan with company matching, an Employee Stock Purchase Plan (ESPP), and disability programs.

Equitable Advisors' strategy is centered around understanding the needs, goals, and aspirations of our clients. We strive to deliver exceptional customer experiences while fostering long-term relationships built on trust, guidance, and technology to provide customized financial strategies.