FINANCIAL PROFESSIONAL - NY, NEW YORK (5138)
Company: Equitable Advisors LLC
Location: New York
Posted on: November 15, 2024
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Job Description:
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.
Qualifications
Requirements
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. GE-
7061481.1(9/24)(Exp.9/26)
Keywords: Equitable Advisors LLC, Westport , FINANCIAL PROFESSIONAL - NY, NEW YORK (5138), Accounting, Auditing , New York, Connecticut
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