Financial Professional - NY, New York (5219)

Equitable•New York, NY

2d•Onsite

About The Position

Equitable Advisors is hiring a Financial Professional to help individuals and families pursue their financial goals. The role focuses on developing client relationships, understanding clients’ financial objectives and risk tolerance, recommending personalized strategies, and discussing relevant financial products and services. The position requires an in-office presence and offers a flexible schedule. The role includes a structured path to wealth management, with FINRA licensing sponsorship, a 120-day hands-on Preliminary Employment Period, access to virtual learning, mentorship, personalized coaching from a local Vice President, and leadership development opportunities. After successfully completing the Preliminary Employment Period, eligible professionals may receive biweekly stable pay for up to their first 24 months, based on a structured 40-hour workweek and an annual rate of $35,500, in addition to potential commissions and bonuses.

Requirements

Bachelor’s degree or equivalent skills and work experience.
State Life & Health, SIE, Series 7, and Series 66 licenses.
Values-driven, with a track record of success and accomplishment.
Excellent interpersonal and communication abilities and 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.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Maintain consistent communication with clients and track progress.
Understand clients’ financial objectives and risk tolerance to develop personalized strategies.
Offer clear financial recommendations and guidance.
Discuss financial products and services tailored to clients’ situations.

Benefits

Potential sign-on payment of $250–$1,000 after signing the Preliminary Employment Period agreement, based on a 120-day timeline for successful completion of company-sponsored required FINRA licenses and registrations.
Biweekly stable pay for up to the first 24 months as a financial professional after successfully completing the Preliminary Employment Period, based on a structured 40-hour workweek and $35,500 annually.
Eligibility to earn commissions and bonuses in addition to stable pay.
Eligible financial professionals can participate in health, dental, and vision insurance programs.
401(k).
Employee Stock Purchase Plan (ESPP).
Disability and life insurance.
Transportation Reimbursement Incentive Program (TRIP).
Wellness programs and employee resource groups.
FINRA licensing sponsorship, hands-on training, virtual learning, mentorship, and personalized coaching.