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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 distinguished financial advisory firm with a solid reputation in the wealth management sector. Our commitment is to assist clients in achieving their financial aspirations, instilling confidence for a prosperous and fulfilling future. We are passionate about positively influencing the financial trajectories of individuals and enterprises by providing tailored financial solutions that adapt to their changing needs throughout their lives.

Our Team

Our Financial Advisors come from diverse backgrounds, including recent graduates, career changers, and seasoned professionals. They all embody key characteristics: a history of success, strong values, an entrepreneurial spirit, excellent networking abilities, and a commitment to shaping and safeguarding their futures as well as those of their clients.

  • We prioritize and honor diversity, focusing on nurturing varied talent and creating an inclusive workplace.
  • Our Diversity, Equity, and Inclusion (DEI) initiatives flourish through participation in employee resource groups and our annual Diversity Summit, celebrating cultures and achievements.
  • We foster social responsibility and community involvement through programs like "1,000 Hours of Giving Back" and the "Equitable Excellence" scholarship initiative, which awards 200 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 crafted to equip you with essential skills and resources for success, including client relationship management, product expertise, sales strategies, market development, and access to advanced remote-work technology. You will also enhance your skills through local and national development programs and collaborative work experiences.

Financial professionals at all experience levels seek ongoing education and opportunities to refine 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 framework.

Management opportunities are available for those interested in advancing into leadership roles through our Leadership Development School.

Qualifications

Essential Requirements:

  • Applicants must have authorization to work in the United States.
  • A four-year college degree is preferred but not mandatory.
  • We assist in obtaining necessary state licenses and preparing for the SIE exam, which must be completed prior to onboarding.
  • We support your pursuit of FINRA Series 7 and 66 registrations, to be completed within 240 days of joining.
  • We seek results-oriented, highly motivated self-starters with integrity, a strong work ethic, and a passion for helping others plan for their financial futures.
  • Ideal candidates are team players with excellent interpersonal and communication skills, coupled with a high degree of self-confidence.
  • Ability to leverage past experiences and connections to develop markets and maintain long-term relationships is essential.

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, participants receive hourly minimum wage compensation, along with the opportunity to earn 100% of commissions generated during this period, in accordance with the company's commission structure. The PEP lasts a maximum of 240 days.

Upon successful completion of PEP, individuals can transition to a 20th Edition Financial Professional role, with compensation options including full commission plus a 30% bonus on eligible first-year commissions or an annual base salary of $24,000 with reduced commission. The average earnings for new Financial Professionals in their first full year following PEP was $62,000, with top performers earning $135,000.

After completing PEP, individuals become eligible for a range of comprehensive benefits, including medical, dental, and vision insurance at company-subsidized rates, a 401(k) plan with company matching, an Employee Stock Purchase Plan (ESPP), and various disability programs.

Equitable Advisors is dedicated to understanding the needs, goals, and aspirations of our clients. We strive to provide exceptional customer experiences while building lasting relationships based on trust, guidance, and innovative financial strategies.