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Financial Professional - FL, Boca Raton (3954)

Equitable Advisors

Responsibilities Client Engagement : Cultivate and expand your network within established markets. Products and Services Consultation : Educate clients on a diverse range of financial products and services, demonstrating how these solutions can be tailored to meet their unique needs. Client Service and Implementation : Analyze and organize client data, ensure confidentiality, prepare, and implement appropriate products and services. Work‑Life Balance : Flexible schedule to maximize productivity and personal time. Location : Working outside the office in local schools and municipalities. Qualifications Education : Bachelor’s degree or equivalent skills and work experience. Licensing : State Life & Health, SIE, Series 7, Series 66. Personal Attributes : Value‑driven with a track record of success and accomplishment. Communication Skills : Excellent interpersonal and communication abilities with strong self‑confidence. Mindset : Entrepreneurial spirit with a desire to positively impact others’ lives. Collaboration : Ability to work with and learn from top performers. Work Authorization : Must be authorized to work in the United States. Compensation and Benefits FINRA Sponsorship : Provided for required FINRA licensing. Preliminary Employment Period (PEP) : Comprehensive 120‑day hands‑on training. Virtual University : Access to Equitable Advisors’ Virtual University for continuous learning. Mentorship : Opportunities for joint work and mentorship. Personalized Coaching : Guidance from a local Vice President throughout your journey. Leadership Development : Access to Leadership Development School for management ambition. Professional Growth : Encourage pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors’ Credentialed Holistic Financial Coach program. Sign‑On Payment : Based on the time it takes you to complete the required FINRA licenses and registrations and enter PEP. Base Salary : Annual salary for eligible financial professionals. Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. Benefits : Comprehensive benefits including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP). Equal Opportunity Employer Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr Equitable Advisors

Vacancy posted 3 days ago
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