Financial Services Professional - AZ, Tucson (5261)

EQH•Tucson, AZ

2d•Onsite

About The Position

Equitable Advisors is seeking a dedicated Financial Services Professional to join their team. This role focuses on building and nurturing client relationships, developing personalized financial strategies, and consulting on financial products and services. The position requires an in-office presence and offers a flexible schedule to maximize productivity and personal time. Equitable Advisors is committed to making a positive impact in the lives of its clients and communities, fostering diversity and inclusivity, and supporting social impact and community engagement.

Requirements

Bachelor's degree or equivalent skills and work experience.
State Life & Health, SIE, Series 7, Series 66 licensing (FINRA Sponsorship provided for required licensing).
Values-driven with a track record of success and accomplishment.
Excellent interpersonal and communication abilities with strong self-confidence.
Entrepreneurial spirit with 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

Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.
Access to Leadership Development School for those with management ambition.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Ensure consistent communication and progress tracking with clients.
Understand clients' financial objectives and risk tolerance to devise personalized strategies.
Offer clear recommendations and guidance to clients.
Discuss financial products and services tailored to clients' unique situations.

Benefits

Comprehensive benefits programs for eligible financial professionals including health, dental and vision.
401(k).
Employee Stock Purchase Plan (ESPP).
Disability insurance.
Life Insurance.
Transportation Reimbursement Incentive Program (TRIP).
Sign-On Payment (Based on the time it takes to complete the company sponsored required FINRA licenses and registrations and enter PEP).
Stable Pay (Biweekly pay for eligible financial professionals).
Commissions and Bonus (In addition to Stable Pay).
FINRA Sponsorship for required licensing.
Comprehensive 120-day hands-on training (Preliminary Employment Period - PEP).
Access to Equitable Advisors' Virtual University for continuous learning.
Opportunities for joint work and mentorship.
Personalized coaching from a local Vice President.
Wellness programs.
Employee resource groups.