Financial Planning Associate

Equitable Advisors Job Description

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have found that the Financial Professional opportunity with Equitable Advisors provides them with a rewarding career, not just a job. Our Financial Planning Associates help their clients with everything from paying for education to saving for retirement, assisting them in planning for their financial futures.

ResponsibilitiesAnalyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectivesBuild and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basisContact clients periodically to determine if there have been changes in their financial statusProvide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality serviceSell financial products and services including life insurance, annuities and investment options

As an Equitable Advisors’ Financial Planning Associates, you’ll be part of a recognized, respected company that offers:

o Compensation you control and a complete benefits packageo Personalized and comprehensive training and support in all areas important to building your businesso Sponsorship as well as coaching to obtain the licensing required for hireo Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focuso Ability to work jointly with senior joint-work partners and to be coached by top performerso Advancement and management opportunitieso A work-life balance and access to a full suite of remote-work technology solutions

Requirements

We know a more diverse team means a stronger team. We not only value diversity, but we believe celebrating the uniqueness of our team members are fundamental to our growth and success. We work to foster a diverse organization and recognize and reward achievement. The individuals who join our team are professionals who possess a passion for helping others.

Requirements for the Financial Planning Associate position include

o A four-year college degree is preferred but not requiredo You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)o Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futureso Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidenceo Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long term relationships

Note -- applicants must be authorized to work in the United States.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-313702674 (8/21) (Exp.7/24)