Financial Services Representative

1 week ago


Buffalo, New York, United States Equitable Services Full time
About Equitable Advisors

Equitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial professionals provides personalized guidance and support to help clients secure their financial well-being and pursue their long-term aspirations.

Our Mission

We strive to deliver exceptional customer experiences by building long-term relationships based on trust, guidance, and technology. Our comprehensive financial strategies are tailored to meet the unique needs and goals of each client, empowering them to make informed decisions about their financial futures.

Our Values

We value diversity, equity, and inclusion, fostering a culture that respects and celebrates individual backgrounds and perspectives. Our commitment to social impact and community engagement is evident in our programs, such as 1,000 Hours of Giving Back and Equitable Excellence, which promote employee resource groups and community development initiatives.

Training and Development

Our entry-level training program is designed to equip new hires with the skills and knowledge necessary for success in the financial services industry. Participants will gain hands-on experience through role-playing, market development, and access to remote-work technology solutions. We also offer ongoing training and development opportunities to help financial professionals advance their careers and achieve professional designations, such as the CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and Chartered Financial Consultant (ChFC).

Requirements
  • Authorized to work in the United States
  • Four-year college degree preferred but not required
  • Will help navigate obtaining required state licenses and passing the SIE
  • Will sponsor pursuit of FINRA Series 7 and 66 registrations
  • Results-driven, highly motivated, self-starter with integrity, strong work ethic, and desire to help others plan for and protect their financial futures
  • Team player with excellent interpersonal skills and communication abilities
  • Ability to develop markets and sustain long-term relationships
Compensation and Benefits

Entry-level financial professionals start in our Preliminary Employment Program (PEP), which includes a 40-hour paid training week and the opportunity to earn 100% of commissions generated during PEP. Upon successful completion, they become a 20th Edition Financial Professional and are eligible for medical insurance, a 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), and other comprehensive benefit plans.



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