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Financial Services Consultant

2 months ago

Charleston, West Virginia, United States Equitable Advisors Full time

Position Overview:

Equitable Advisors is a prominent entity in the financial services and insurance sector, established in 1859, dedicated to assisting individuals in crafting secure and prosperous futures through our reliable services and innovative offerings. We are currently looking to recruit a new Financial Professional within our Retirement Benefits Group (RBG). This entry-level position offers a unique opportunity to fast-track your career.

Key Responsibilities:

Your main responsibility will be to deliver financial products and services, alongside educational resources, to community builders and service providers, including:

  • Educators
  • School leaders
  • Public sector employees

Qualifications for Success:

Success at Equitable Advisors is not solely determined by previous educational or professional backgrounds. We have witnessed achievements from a diverse range of individuals, including recent graduates, professionals seeking new career paths, and those with existing experience in financial services who are looking for a more integrated platform. We are committed to fostering a diverse workforce and creating an inclusive environment.

  • 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 advantageous).
  • Self-motivated, results-oriented individuals with integrity and a strong work ethic are essential, along with a genuine desire to assist others in planning and safeguarding their financial futures.
  • Excellent interpersonal and communication skills, coupled with a high level of self-confidence, are crucial.
  • The ability to leverage personal experiences and connections to cultivate markets and maintain enduring relationships is important.

Benefits of Joining Equitable Advisors:

  • Competitive compensation structure and a comprehensive benefits package.
  • Tailored training and support across all critical areas for business development.
  • Assistance and coaching to achieve the necessary licensing for employment.
  • Opportunities to specialize in various domains, from Certified Financial Planning to employee and executive benefits.
  • Collaboration with senior partners and mentorship from top performers.
  • Prospects for advancement and management roles.
  • A balanced work-life environment with access to advanced remote work technologies.

Equitable Advisors is dedicated to providing personalized training and support. We will facilitate your pursuit of licensing requirements, and our training program is designed to equip you with the essential skills and tools for success.

Equitable Advisors is an equal opportunity employer, committed to diversity and inclusion in the workplace.