Financial Consultant
$28k - $125kEquitable Advisors
This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $28,000.00/yr - $125,000.00/yr Additional compensation types Annual Bonus and Commission Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit. Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually. Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves. Training and support Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Requirements Applicants must be authorized to work in the United States. A four-year college degree is preferred but not required. We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding. We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding. 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. Compensation and Benefits Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations and also have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company’s commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company’s commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. 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.) are Equal Opportunity Employers M/F/D/V. Seniority level Entry level Employment type Full-time Job function Finance, Business Development, and Sales #J-18808-Ljbffr Equitable Advisors
$34.5k - $125k
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$4,000 per month
...Location: Newton. Compensation: Up to $4000 + Allowance + PB + Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise and provide financial solution to address client current / future...Permanent employmentWork at office- ...your book of business You earn renewals year after year Your effort directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and simplifying...
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- The Financial Control Consultant will provide critical support in the Accounting & Finance department within the financial services industry. This role involves ensuring accurate financial reporting and compliance with regulatory requirements. The company is a well-established...Hourly payPermanent employmentTemporary workWork at officeLocal areaShift work
$59.5k - $163.14k
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- ...We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with...Part timeImmediate start
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
- ...service, relationship management and cash handling Knowledge of banking products and services including deposits, lending and other financial services Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and...Work at office
- Landrum & Brown is a global aviation consulting firm with airports at the core of our DNA. We bring passion and creativity to solve the... ..., we help airports make some of the most important strategic, financial, and business decisions in the aviation industry. From major capital...Local area
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- A leader in Workday consulting is seeking a Workday Senior Certified Financials Consultant to implement the Workday solution with a focus on Financials. The role offers the opportunity to foster professional development of consultants and engage with clients to ensure best...Remote job
$81k - $147.64k
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- Workiva Inc. is seeking a Senior Solution Consultant to provide pre-sales support within the Financial Services sector. This role requires expertise in translating complex client needs into effective solutions while engaging prospects through virtual and onsite meetings...Remote jobFlexible hours
$75 - $85 per hour
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$40 - $60 per hour
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