Financial Services Associate

2 weeks ago

New York, New York, United States Equitable Advisors Full time

About Us:

Equitable Advisors is a proud affiliate of Equitable Financial Life Insurance Company, a prominent player in the life insurance sector in the United States. With over 160 years of experience, we manage assets exceeding $220 billion and serve more than 2.8 million clients through a dedicated team of over 4,330 financial professionals.

At Equitable Advisors, we collaborate with individuals, businesses, and families to significantly enhance their financial well-being. Our approach is holistic and tailored, ensuring that we meet the unique financial aspirations and needs of our clients through a diverse range of services and products.

We are currently seeking driven and entrepreneurial-minded individuals to join our team as Financial Services Associates. This role is ideal for those new to the industry or those looking for a career transition. We provide the flexibility to develop your career at your own pace, allowing you to work in a manner that suits your lifestyle. While prior experience in fields such as law, accounting, banking, or management is advantageous, it is not a prerequisite. We value determination, an entrepreneurial mindset, and a collaborative spirit. This opportunity is open to recent graduates and professionals seeking a new direction in their careers, offering competitive compensation, benefits, and wealth-building programs.

Job Overview:

As a Financial Services Associate, you will provide customized investment solutions to assist clients in achieving their long-term financial objectives. You will also be responsible for developing financial plans and ensuring the accuracy of all information provided.

Key Responsibilities:

  • Financial Advisory: Deliver comprehensive financial planning services to clients, addressing a range of needs from education funding to retirement planning.
  • Analytical Assessment and Recommendations: Perform thorough analyses of client financial data to create tailored financial strategies utilizing appropriate products and services.
  • Client Relationship Development: Establish and maintain strong, enduring relationships with clients, ensuring regular communication and ongoing evaluation of their financial strategies to align with changing goals.
  • Business Development: Actively seek new client opportunities, contributing to the growth and success of the firm.

Qualifications:

  • A four-year college degree is preferred but not mandatory.
  • Applicants must be willing to obtain state life and health licenses, as well as pass the SIE, FINRA Series 7, and 66 exams (additional designations are a plus).
  • Results-oriented, highly motivated self-starter with integrity, a strong work ethic, and a commitment to helping others secure their financial futures.
  • Team-oriented individual with excellent interpersonal and communication skills, demonstrating a high level of self-confidence.
  • Ability to leverage past experiences and connections to develop markets and maintain long-term client relationships.
  • Willingness to travel as required.
  • Applicants must have authorization to work in the United States.

Training and Support:

  • Exam Sponsorship: Equitable Advisors will support your pursuit of the necessary FINRA registration and state licensing requirements.
  • Comprehensive Training: A structured entry-level training program designed to equip you with essential skills in client relationship management, product knowledge, market development, and access to advanced remote-work technology.
  • Coaching: Receive guidance from peers, managers, and executive leaders.
  • Development Programs: Engage in local and national development initiatives and participate in collaborative work opportunities for practical experience.
  • Leadership Opportunities: We offer pathways for advancement into management roles through our Leadership Development School.
  • Partnerships: In collaboration with Columbia University, Equitable Advisors provides a Holistic Financial Coach certification within our specialized Holistic Life Planning framework.

Financial professionals at all experience levels are encouraged to pursue ongoing education and professional designations, including CERTIFIED FINANCIAL PLANNERTM (CFP) and Chartered Financial Consultant (ChFC).

Benefits and Compensation:

We offer flexible compensation options and a comprehensive benefits package for eligible individuals.

  • Health and dental insurance options.
  • Vision care coverage.
  • 401(k) plan with company matching.
  • Employee Stock Purchase Plan (ESPP).
  • Short- and long-term disability programs.
  • Basic group life insurance.
  • Transportation reimbursement incentive program.

If you are looking to expand your impact with the support of a leading financial services firm, we invite you to connect with us.

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