Entry Level Financial Sales Associate

Job Description

About the job

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\n Equitable Advisor s is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment

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\n Role Highligh

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• tsClient Engagemen t: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracki
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• ngFinancial Strategy Developmen t: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidan
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• ceProduct and Service Consultatio n: Discuss financial products and services tailored to clients' unique situatio
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• nsLocatio n: In-office presence requir
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• edWork-Life Balanc e: Flexible schedule to maximize productivity and personal ti
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meSkills & Experien

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• ceEducatio n: Bachelor's degree or equivalent skills and work experien
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• ceLicensin g: State Life & Health, SIE, Series 7, Series
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• 66Personal Attribute s: values-driven with a track record of success and accomplishme
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• ntCommunication Skill s: excellent interpersonal and communication abilities with strong self-confiden
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• ceMindse t: entrepreneurial spirit with a desire to positively impact others' liv
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• esCollaboratio n: ability to work with and learn from top performe
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• rsWork Authorizatio n: must be authorized to work in the United Stat
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esTraining & Developme

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• ntFINRA Sponsorshi p: provided for required FINRA licensi
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• ngPreliminary Employment Period (PEP ): comprehensive 120-day hands-on traini
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• ngVirtual Universit y: access to Equitable Advisors' Virtual University for continuous learni
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• ngMentorshi p: opportunities for joint work and mentorsh
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• ipPersonalized Coachi ng: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succe
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• edLeadership Developmen t: access to Leadership Development School for those with management ambiti
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• onProfessional Growt h: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach progr
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amCompensation & Benefi

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• tsSign-On Payment Eligibilit y: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registration
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  \n Stable P ay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annual
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  \n Commissions and B onus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bo
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• nus.Benefits Eligibili ty: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to t
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\n Our Impact & Cu

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ltureEquitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engage

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ment.We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to a

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pply.Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.

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