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Financial Consultant - Entry level

Secaucus, NJ, United States

If you want to unlock your potential as a Wealth Management Advisor, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, Equitable is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.

What makes us unique?

As one of our Wealth Management Advisor, Equitable Advisors gives you the tools you need to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs. At Equitable, Wealth Management Advisor are provided:

Pairing with an experienced Wealth Management Advisors

Opportunities to earn income during certification

Personalized exam study plan

Exam Study support

Leads for Prospecting New Clients

Job Responsibilities:

Prospecting & networking with potential clients

Closing and executing transactions

Servicing existing clients

Analyzing and compiling presentations

Designing Asset map for clients

Training sessions that optimize professional development

Planner (CFP) designation

Required Skills:

generating reports

analytical skills

sales

entrepreneur

Communication verbal and written

Competitive

People-oriented

Adaptable/flexible

Goal-oriented

Benefits:

401(k)

401(k) matching

Dental insurance

Employee discount

Flexible schedule

Health insurance

Life insurance

Retirement plan

Vision insurance

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21) (Exp.8/24)

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