Financial Planner - Entry Level

Are you interested in building a client network of individuals and business and becoming a high performing wealth manager and financial planner in Central New York? Apply with our team now-We are a competitive and collaborative group of like-minded individuals based in Syracuse, NY! We are well-known for our outstanding development & income averages as well as the virtual, white-glove service model we offer to clients all over the States!

Why Equitable Advisors?

Equitable Advisors, a provider of investment and insurance strategies, can help people define and pursue their life, retirement, and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally, and monetarily.

Our Vision

Our strategy begins and ends with our customers’ needs, goals, and aspirations. We seek to provide long-term relationships and emphasize guidance, technology, and performance to deliver customized strategies to consumers. Our thinking is vast, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis.

Our People

The people who join us come from a wide variety of backgrounds, yet they share several important traits. They’re goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic, and educational circles or through professional and social organizations. Although not a necessity, many possess a “natural market” of friends, family members and professional contacts who may very well need professional financial guidance. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNER™ professional or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join Equitable Advisors and you could be working side by side with some of the leading minds in the business.

Our Training Program

At Equitable Advisors, we consider extensive, lifelong training to be one of our key competitive advantages. We’re committed to acquiring and leveraging every bit of intelligence available to grow the company. New Financial Professionals focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Financial Consultant (ChFC).

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Our Compensation Program

Let’s face it. You can’t attract quality people with a second-best compensation package. As an Equitable Advisors Financial Professional, you’ll have operational flexibility while being backed by the vast resources and marketing experience of one of the world’s premier financial service organizations. If selected, you’ll have access to a competitive compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper registration/credentialing requirements) and a potential bonus for eligible individuals. Income can range anywhere from the low 100s to high 500s depending on length of time in the business and willingness to learn. You will also benefit from an excellent comprehensive benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit-sharing feature) plan, short-term and, later, long-term disability income insurance coverage options, group term life and optional group universal life insurance coverage.

Our Requirements

To qualify, you should preferably have a college degree and a personal history of success. You should be a self-starter, possess unequivocal honesty and integrity and be highly motivated in helping others achieve financial independence. Strong interpersonal and communication skills and FINRA Series 7 and 63 registrations are preferred. A background in law, accounting, banking, brokerage, or executive management will be particularly useful. An advanced degree or designation (MBA, JD, CFP®, CPA, ChFC) is a plus.

At Equitable Advisors, we consider ourselves challengers, dreamers, and go-getters. With a rich history, our commitment to helping people pursue what’s possible has never been stronger. Together, we guide clients forward with courage, strength, and wisdom – and support them in making the choices that lead to a fulfilled life – with our financial professionals as the cornerstone of our success. Apply now for immediate consideration.

Seek a greater challenge and be life confident.