What are the responsibilities and job description for the Financial Consultant position at Equitable?
We are looking for individuals that are looking to return to the workforce in a career in financial planning as a Financial Professional
We know that returning to the workforce can be challenging and a bit frustrating at times, which is why we are so focused on hiring you.
When returning to the workforce for the first time, stability, financial freedom, and building a skillset through training and development are the most important factors that job seekers look for when searching for their ideal job. Many individuals returning to the workforce discover that it is difficult to find a position that provides all of these things.
Which is why we are motivated to offer the financial professional career to individuals like you. We are committed to providing our Financial Professionals the opportunity to build their own business and financial success potential by helping individuals and families make strong financial decisions to impact their future positively.
Experience we are looking for
- Career break
- 2-5 years of professional experience prior to career break
- A four-year college degree is preferred but not required
- You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
- 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 futures
- Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Benefits of working with us
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support in all areas important to building your business
- Sponsorship as well as coaching to obtain the licensing required for hire
- 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
The value you will provide
- Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
- Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
- Contact clients periodically to determine if there have been changes in their financial status
- Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
- Sell financial products and services including life insurance, annuities and investment options
Career opportunities are with Equitable Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-3702686 (08/21) (Exp.08/23)
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.
