Financial Services Representative

3 weeks ago

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

About Equitable Advisors

At Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Our Team

Our Financial Professionals come from a variety of backgrounds, including recent college graduates, career crossovers, and experienced financial professionals. They share several key traits, including demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking, and a desire to shape and protect their future as well as those they serve.

  • We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
  • Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.
  • Social impact and community engagement prosper through our programs, including "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually.
  • We offer the flexibility for Work-Life Balance, enabling us to identify with our authentic selves.

Training and Support

Our entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, market development, role play, and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage the pursuit of professional designations, including CERTIFIED FINANCIAL PLANNERTM (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or try it on in our Leadership Development School.

Qualifications

Requirements include being authorized to work in the United States, a four-year college degree (preferred but not required), and passing the SIE and FINRA Series 7 and 66 registrations. We will help you navigate obtaining the required state licenses and sponsor your pursuit of professional designations.

We are looking for results-driven, highly motivated, self-starters who possess integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures. Team players with excellent interpersonal skills and communication abilities, and a high degree of self-confidence, are also ideal candidates.

Compensation and Benefits

Entry-level Financial Professionals start out in our Preliminary Employment Program (PEP) after obtaining required licenses and registrations. They have the potential to receive a sign-on payment ranging from $250 to $1,000. During PEP, you will also have the opportunity to earn 100 percent of the commissions generated by you in accordance with the Company's commission schedules. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (PEP) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense.

Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and choose to be compensated in one of two ways: full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company's commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000, and for those in the top quartile among first-year Financial Professionals, it was $135,000.

As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company, including Health Plan (medical, dental, and vision insurance at company-subsidized rates), 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP).

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