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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 player in the financial services and insurance sector, dedicated to assisting individuals in creating prosperous futures through our stability and innovative offerings. We are currently looking for a new Financial Professional to join our Retirement Benefits Group (RBG). This entry-level role presents an opportunity for you to fast-track your career.

Key Responsibilities:

Your main objective will be to deliver financial products and services while educating community builders and supporters, including:

  • Educators
  • School Administrators
  • Municipal Employees

Qualifications for Success:

Success in this role is not solely determined by prior educational background or professional experience. We welcome individuals from diverse paths, including recent graduates, professionals seeking new career directions, and those already in the financial sector looking for a more comprehensive platform. We are committed to fostering diverse talent and creating an inclusive workplace.

  • A four-year college degree is preferred but not mandatory.
  • State life and health licenses, SIE, FINRA Series 7 and 66 exams are required (additional designations are advantageous).
  • Self-motivated, results-oriented individuals with integrity and a strong work ethic are ideal.
  • Excellent interpersonal and communication skills, along with self-confidence, are essential.
  • Ability to leverage personal experiences and networks to develop markets and maintain long-term relationships.

Benefits of Joining Us:

  • Control over your compensation along with a comprehensive benefits package.
  • Personalized training and support tailored to help you build your business.
  • Coaching and sponsorship for obtaining necessary licenses.
  • Opportunities to specialize in various areas, from Certified Financial Planner to executive benefits.
  • Collaboration with senior partners and coaching from top performers.
  • Potential for advancement and management roles.
  • Work-life balance supported by remote-work technology solutions.

Equitable Advisors is committed to providing personalized training and support to ensure your success. Our curriculum is designed to meet you at your current level, equipping you with the necessary skills and tools to thrive in your career.

Equitable Advisors is an equal opportunity employer.