Entry-Level Financial Advisor - NY, Melville (5270)

EQH•Melville, NY

21h•Onsite

About The Position

Equitable Advisors is hiring an entry-level Financial Advisor in Melville, New York. The role focuses on helping individuals and families pursue their financial goals and build financial wellness. Financial Advisors develop and maintain client relationships, understand clients’ objectives and risk tolerance, create personalized financial strategies, and recommend relevant financial products and services. The position requires an in-office presence and offers a flexible schedule. The position includes a 120-day hands-on Preliminary Employment Period (PEP), sponsorship for required FINRA licensing, access to online learning, mentorship, and personalized coaching from a local Vice President. Advisors with management ambitions can access Leadership Development School, and the company encourages professional designations such as CFP®, ChFC, and its Credentialed Holistic Financial Coach program. After successfully completing PEP, eligible financial professionals may receive biweekly stable pay for up to their first 24 months. Stable pay is based on a structured 40-hour workweek and is listed as $35,500 annually. Financial professionals may also earn commissions and bonuses. Eligible professionals may participate in the company’s benefits programs, subject to applicable terms and conditions.

Requirements

Bachelor’s degree or equivalent skills and work experience.
State Life & Health, SIE, Series 7, and Series 66 licenses; the company provides sponsorship for required FINRA licensing.
Values-driven, with a track record of success and accomplishment.
Excellent interpersonal and communication abilities, with strong self-confidence.
Entrepreneurial spirit and a desire to positively impact others’ lives.
Ability to work with and learn from top performers.
Must be authorized to work in the United States.

Nice To Haves

Interest in pursuing professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), or Equitable Advisors’ Credentialed Holistic Financial Coach program.
Management ambition and interest in Leadership Development School.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Maintain consistent communication with clients and track progress toward their goals.
Understand clients’ financial objectives and risk tolerance to develop personalized strategies.
Provide clear financial recommendations and guidance.
Discuss financial products and services tailored to clients’ individual circumstances.
Participate in required licensing, training, mentorship, and professional development activities.

Benefits

Sign-on payment eligibility of $250–$1,000 after signing the PEP agreement, based on successful completion of company-sponsored required FINRA licenses and registrations within the 120-day timeline.
Biweekly stable pay for up to the first 24 months as a financial professional after successfully completing PEP; based on a structured 40-hour workweek at $35,500 annually.
Eligibility to earn commissions and bonuses.
Health insurance.
Dental insurance.
Vision insurance.
401(k).
Employee Stock Purchase Plan (ESPP).
Disability insurance.
Life insurance.
Transportation Reimbursement Incentive Program (TRIP).
Wellness programs.
Employee resource groups.