Entry Level - Financial Advisor - NJ, Saddle Brook (5007)

Equitable•Saddle Brook, NJ

51d•Onsite

About The Position

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over , financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves . million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Requirements

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series , Series
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Responsibilities

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Benefits

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive -day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Sign-On Payment Eligibility: $-$, after signing the PEP agreement, based on a -day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured -hour workweek with $, annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, (k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.