Posted a month ago

Job summary

• Job post source

  This job is directly from Equitable Advisors

• Job overview

  The Financial Services Professional role at Equitable Advisors focuses on helping clients secure their financial well-being through tailored financial services and products, contributing positively to their futures.

• Responsibilities and impact

  Daily responsibilities include client relationship management, sales techniques, and market development, while participating in training and development programs to enhance skills and knowledge.

• Compensation and benefits

  Entry-level professionals start with paid training and can earn commissions during the Preliminary Employment Program, with potential earnings averaging $62,000 in the first year, plus comprehensive benefits after program completion.

• Experience and skills

  Candidates should be self-motivated with strong interpersonal skills, a desire to help others, and preferably hold a four-year college degree, though it's not mandatory.

• Career development

  There are opportunities for professional growth through training programs, management roles, and pursuit of financial designations such as CFP and ChFC.

• Work environment and culture

  Equitable Advisors promotes a diverse and inclusive work environment, valuing community engagement and work-life balance.

• Company information

  Equitable Advisors is a well-established wealth management firm with a mission to enhance clients' financial well-being through a variety of financial products and services.

• Team overview

  The team comprises individuals from diverse backgrounds, emphasizing collaboration and shared success in achieving financial goals for clients.

• Unique job features

  The role offers unique training opportunities, flexibility in work-life balance, and the chance to participate in community engagement initiatives.

Company overview

Equitable Advisors is a prominent financial services firm specializing in providing comprehensive financial planning, investment management, and insurance solutions to individuals and businesses. They generate revenue through advisory fees, asset management, and insurance premiums. Originally part of the Equitable Life Assurance Society founded in 1859, the company has evolved to become a key player in the financial services industry, emphasizing personalized client relationships and innovative financial strategies. Notably, Equitable Advisors is known for its commitment to professional development and robust training programs for its advisors.

How to land this job

• Position your resume to emphasize your entrepreneurial mindset, networking abilities, and a strong desire to help clients achieve financial security, as these traits are highly valued at Equitable Advisors.

• Highlight any experience or skills related to client relationship management, sales techniques, and market development, as these are essential components of the Financial Services Professional role.

• Apply through multiple platforms, including Equitable Advisors' corporate site and LinkedIn, to maximize your visibility and application opportunities.

• Connect with professionals in the financial services division at Equitable Advisors on LinkedIn, and consider ice breakers like discussing their career path or asking about their experience with the company's training programs.

• Optimize your resume for ATS by incorporating keywords from the job description, such as 'financial services', 'client relationship management', and 'sales techniques' to ensure your application stands out.

• Utilize Jennie Johnson's Power Apply feature to streamline your application process, allowing you to focus more on preparing for interviews and networking rather than the logistics of applying.