What are the responsibilities and job description for the Financial Professional position at Equitable Advisors - Williamsville, NY?
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Compensation: $62,000 - $135,000 up to $1,000 in sign-on bonuses
Benefits: Comprehensive benefits package including Health, 401(k), and Stock Purchase plans upon completing the Professional Entry Program (PEP).
Our People:
Successful Financial Professionals typically exhibit the following traits:
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Proven success
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Values-driven
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Entrepreneurial mindset
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Networking skills
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Desire to help others
We value diversity and inclusion, offering opportunities for community engagement, work-life balance, and professional growth.
Training & Support:
Our entry-level program provides comprehensive training in:
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Client relationship management
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Product knowledge
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Sales techniques
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Market development
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Role-play
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Remote-work technology
We encourage and support continuing education and professional designations. Leadership opportunities are also available.
Requirements:
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Work authorization in the U.S.
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College degree preferred but not required
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State licenses and SIE exam prior to onboarding
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Series 7 and 66 registrations prior to onboarding
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Results-driven, self-starter with strong work ethic and desire to help others
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Team player with excellent interpersonal and communication skills
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Ability to develop and sustain client relationships
Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- 7061481.1(9/24)(Exp.9/26)