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
Benefits of working with us
Compensation you control and a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
A work-life balance
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.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V
GE-3085723 (06/20) (Exp.06/22)
Make Equitable Advisors your first choice!
What it takes to be an Equitable Advisors’ Financial Professional
A four-year college degree is preferred but not required
Relevant professional FINRA securities registrations
If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations
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
Must be authorized to work in the United States
MBA, JD, CFP®, CPA or ChFC, a plus
Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives.