Job description

About Equitable:

Enjoy Helping People? See yourself working with high net-worth individuals? Equitable is a fortune 100 global financial services company that is committed to helping their clients secure their financial freedom! Equitable focuses on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients.

Our Team:

We are one of the fastest growing teams in the country. All of our Advisors are nationally ranked at the top of their classes. We are an entrepreneurial group that likes to push our boundaries to make the client experience more efficient

Our Advisors are also very ambitious, coachable, and well-rounded. We have a very diverse group with people from all over the world. We look to keep expanding and bringing more global-minded and ambitious people to the group. We constantly challenge ourselves to improve and learn new things.

Location:

New York City

Watch Video to Learn More: https://www.youtube.com/watch?v=achK_A5SX2g&t=4s&ab_channel=Equitable

Career Description:

• 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.
• Finance experience not necessary
• Applicant should have an interest in sales and "winning" assets
• Advisors at Equitable build their book of business from the ground up with help from 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 SIE, S66, S7, and LAH (Training provided)

Skills:

• Strong communication skills
• Sales/ marketing/ entrepreneurship interest
• A four-year college degree (preferred but not required)
• Results-driven, highly motivated, self-starter

Future Career Paths:

Equitable has unmatched training programs. Some of the leaders on the team have education backgrounds and are committed to coaching and mentoring the next generation. Many Advisors go on to obtain professional designations such as CFP, CHFC, CLU, MBA etc. There are also management opportunities within the first 2 years!

Work Authorization:

(Unfortunately No visas accepted)

Benefits of working with us:

• Compensation you control and a complete benefits package

• Personalized and comprehensive training and support

• Advancement and management opportunities within 2 years

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.

Job Type: Full-time

Pay: $35,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 10 hour shift
• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

COVID-19 considerations:
Vaccine required to enter building

Application Question(s):

• Are you here on a Visa?
• Equitable has 2 exciting career paths to choose from: Financial Advisor or Financial Analyst

Please let us know which career path is better for you

Financial Advisor: Loves working with people directly. They enjoy sales, negotiations, and communications. Your job is to sell investments to prospective clients and build a book of business

Financial Analyst: NOT Sales - The analyst prefers to work more on the numbers side of the house rather than communicating investments to people. The analyst's main job is to make predictions on the stock market and then give those predictions to the advisors so that they are better informed when handling their clients

• Compensation Structure: We'd like to know which compensation structure feels right for you. While the below three examples are NOT the compensation at Equitable, it helps us understand your comfort level and motivation with different compensation models.

Please select your preferred preference from below:
OPTION 1: Salary only - $70k
OPTION 2: Bonus/ Performance Only - $0 - $400k
OPTION 3: Salary + Bonus - $35k Salary + $0 - $150k Bonus

• Equitable has over 40 branches in most major cities across the USA. Where is your #1 Location Preference?

Work Location: In person

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