Financial Planning Associate

Sales or Finance experience is not required, but spirit and tenacity are required!

Equitable 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 and ensure 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.

Location: Melville, NY

About the Team:

Entreprenurial minded people who are disciplined and hands on with their aspirations. Financial advisors share the common goal of wanting to educate and help individuals with their personal financial goals. Metrics driven environment where we help each other reach our goals with healthy competition.

Job Responsibilities (What you’ll do in the role):

• Source clients to build book of business from scratch
• Build personable relationships with clients
• Provide customized/tailored financial service to clients
• Evaluate each client's unique needs
• Educate clients on how to reach their financial goals
• Present financial strategies and consultations to clients
• Sell financial advice such as investments, estate planning, retirement planning, & etc.
• Follow up with clients to check on their financial status

To succeed in this role (Required Qualifications):

• A college degree is preferred but not required. Individuals with experience in customer facing roles such as retail, restaurant service, and business development are highly encouraged to apply. What’s most important to us is having a positive mindset and skills to get the job done!
• Obtain financial exams: SIE, LAH, S66, and S7 (Training provided!)
• Ambitious and self-starter attitude with a lifelong learning mindset
• Natural entrepreneurial spirit
• Coachable and effective communicator
• Solution oriented and determined when problems arise
• Enthusiastic and positive approach
• Creative thinker
• Thrive in challenging situations
• Personable: You have an upbeat, persistent style and the ability to cold call without fear of rejection and can present your ideas in a clear professional manner on paper, in-person, and over the phone.

Bonus points for these (Preferred Qualifications):

• Excellent time management skills
• Previous experience with business development or entrepreneurship
• Prior Sales Quota or metrics experience
• Ability to successfully build a network through different platforms and outlets

How you’ll thrive: Don't worry if you have no prior sales or financial experience; we are known for our high-quality sales training and will teach you how to use the latest sales technology to set you up for success here at Equitable.

• Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also improve from participating in local and national development programs and joint-work opportunities for hands-on experience.
• We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Equitable Pay and Benefits:

Equitable Total Rewards Program

• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support in all areas important to building your business
• 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 focus
• Ability to work jointly with senior joint-work partners and to be coached by top performers
• Advancement and management opportunities
• A work-life balance and access to a full suite of remote-work technology solutions

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

Equal Employment Opportunity Policy Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

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 contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.