Financial Services Representative

4 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 and provide 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.

Our Culture

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.

Our Benefits

We offer a comprehensive benefits package, including a 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). 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, and access to a full suite of remote-work technology solutions.

Qualifications

Applicants must be authorized to work in the United States and have a four-year college degree preferred but not required. We will help you navigate obtaining the required state licenses and sponsor your pursuit of FINRA Series 7 and 66 registrations.

Compensation and Benefits

Entry-level Financial Professionals start out in our Preliminary Employment Program (PEP) and 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. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and participate in a variety of comprehensive benefit plans sponsored by the company.



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

    Financial Services RepresentativeAt Equitable Advisors, we are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and building long-term relationships with our clients.About the RoleThis is an exciting...


  • New York, New York, United States Voya Financial Full time

    Key ResponsibilitiesThe Participant Services Representative plays a vital role in delivering exceptional customer service to participants in employer-sponsored retirement plans. This includes answering inbound calls, assessing participant needs, and providing service resolution through clear and concise explanations of plan features and benefits.Key Skills...


  • New York, New York, United States Fifth Avenue Financial Full time

    Job OverviewFifth Avenue Financial is seeking a skilled Financial Services Representative to drive business growth and deliver exceptional customer experiences.Key Responsibilities:Build and maintain a portfolio of customers, providing tailored financial advice and services to meet their unique needs and objectives.Analyze customer financial situations and...


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

    About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...


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

    About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...


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

    About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...


  • New York, New York, United States Modern Woodmen Full time

    About the RoleAs a Financial Representative Associate at Modern Woodmen of America, you will have the opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. This role requires a motivated individual with an entrepreneurial mindset, a passion for giving back to the local community,...


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

    Financial Professional OpportunityWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a Financial Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.About Equitable AdvisorsEquitable Advisors is a respected wealth...


  • New York, New York, United States TD Bank Full time

    We are seeking a Financial Services Representative to join our team at TD Bank. As a Financial Services Representative, you will have the opportunity to work in a dynamic environment where you will be responsible for providing excellent customer service and financial guidance to our clients.The ideal candidate will have excellent communication and...


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

    About Equitable AdvisorsAt 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 have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their...


  • New York, New York, United States Phaxis - Financial Services Full time

    About Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.


  • New York, New York, United States Ameriprise Financial Services, LLC Full time

    Financial Advisor Career Opportunity at Ameriprise Financial Services, LLCJob Summary: We are seeking a highly motivated and skilled Financial Advisor to join our team at Ameriprise Financial Services, LLC. As a Financial Advisor, you will be responsible for developing and implementing comprehensive financial plans for our clients, helping them achieve their...


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

    Financial Professional OpportunityWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a Financial Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.About the RoleThis is an exciting opportunity to work with a...


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

    Financial Professional OpportunityWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a Financial Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.About Equitable AdvisorsEquitable Advisors is a respected wealth...


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

    About Equitable AdvisorsAt 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...


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

    About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...


  • New York, New York, United States New York Community Bank Full time

    Job SummaryA Financial Services Representative at New York Community Bank provides customers with high-quality, prompt, and professional financial services. This role involves interacting with clients and delivering exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial...


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

    About Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being and pursue long and fulfilling lives. Our team of experienced financial professionals is dedicated to providing customized financial strategies to our clients, emphasizing trust, guidance, and technology.Our ApproachWe take a...


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

    About the RoleWe are seeking a highly motivated and results-driven Financial Planning Consultant to join our team at Equitable Advisors. As a Financial Planning Consultant, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...


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

    About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...