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Financial Consultant NYC (Entry-Level Training Provided)
About Equitable:
Equitable is a global financial services company that focuses on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. Equitable focuses on securing financial freedom for all types of clients and wants to make a global impact!
Our Team:
We consist of some of the top advisors in the country! We are a group of entrepreneurial minded people that have always loved helping people. Most of our team comes from athletic or competitive backgrounds. We love to have healthy competition to push everyone to achieve their best!
Location:
New York City
Work Authorization:
(No visas accepted)
Financial Consultant Career Description:
• Help clients achieve their financial goals
• Build client base
• Acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, customized financial guidance
• Sell financial advice such as investments, retirement planning, estate planning etc
• Should have an interest in sales and “winning” assets/ clients
• Consultants at Equitable build their book of business from the ground up with the help of our training programs. This involves mostly sales in the beginning. This will require a sales and entrepreneurial mindset
Qualifications:
• Entry-Level or Career Change
• Finance Experience not necessary- we have training programs!
• Ability to obtain financial exams: SIE, LAH, S66, and S7 (Training provided)
Compensation Structures:
Ambitious people want a compensation structure they control. Equitable offers 2 compensation paths either salary or commission driven. This career is truly uncapped because as you bring in more clients you are bringing in more money.
Advisors tend to make in the low 6 figures in their early years ranging up to the $500k plus range as their business goes on. Equitable offers a complete benefits package depending on which route you select.
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.
Skills:
• Strong Communication Skills
• Sales/ Marketing/ Entrepreneurship Interest
• Four year college degree preferred
• Results- Driven
Competitive
Self-Starter
Team oriented
Coachable
Benefits of working with us:
• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.
Equitable Advisors is the brand name of AXA Advisors, LLC.
Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V.
AXA Equitable Life is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please email.
