Equitable Advisors Careers
Professional Job Description
What does it take to succeed at Equitable Advisors?
Our team of financial professionals provides knowledgeable, thorough financial guidance and customized strategies to consumer segments that demand high quality service.
Equitable Advisors' financial professionals may come from a variety of backgrounds, but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence.
Responsibilities
What does it take to succeed as an Equitable Advisors' financial professional?
Our team of financial professionals provides knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service.
You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. As a result, you will be developing strategic and trusted long-term client relationships. You will help make a positive impact on individuals' and businesses' futures, marketing and implementing financial services and products that address the evolving financial needs of your clients throughout their lifetimes. These may include life insurance, investments, retirement and estate planning strategies, as well as executive benefits, business succession plans, and employee benefits for your business clients.
Our dedicated management and support teams will provide the guidance, tools, and techniques for ongoing customer acquisition, personal growth, and greater income potential. You will engage state-of-the-art technology and internal systems and processes to service your clients.
At Equitable Advisors, training is a process, not an event, whereby our financial professionals, at every level of experience, build their business. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant, and Chartered Life Underwriter.
Qualifications
What does it take to join Equitable Advisors as a financial professional?
Equitable Advisors' financial professionals may come from a variety of backgrounds, but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence.
Many of our qualified candidates are active in local community, charitable, or professional organizations and have an established network of professional and personal contacts. Equitable Advisors' financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships.
A four-year college degree is preferred and relevant professional securities registrations or licenses a plus. If you do not have the following, you will be required to attain them, under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 66.
Equitable Advisors provides a total support system to help you succeed in today's competitive marketplace - but it takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.
Equitable Advisors is an Equal Opportunity Employer -- M/F/D/V. Securities offered through Equitable Advisors (NY, NY 212-554-1234), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which does business CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in TX as Equitable Network Insurance Agency of Texas, Inc., in PR as Equitable Network of Puerto Rico, Inc.
"Equitable" (referred to here also as "Equitable U.S.") is the brand name of Equitable Financial Services, LLC and its family of companies, including Equitable Life Insurance Company (NY, NY), MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), Equitable Advisors (member FINRA, SIPC), and Equitable Distributors, LLC (member SIPC). Equitable Group refers to Equitable S.A., a French holding company for a group of international insurance and financial services companies, including Equitable Financial Services, LLC. The obligations of Equitable Life Insurance Company and MONY Life Insurance Company of America are backed solely by their claims-paying ability.
GE-114347(05/18)