- Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
- Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
- Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)
- Firm sponsorship
- Personalized, ongoing, and comprehensive training
- Specializations available
- Work jointly
- Advancement
- Work-life balance
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Aerodynamics Performance Engineer - San Francisco, United States - Equitable Services
Description
We're on a mission to help people build fulfilling futures. Our commitment to helping people pursue what's possible has never been stronger.Together, we guide clients forward with courage, strength and wisdom and support them in making the choices that help them lead a fulfilled life with our Financial Professionals as the cornerstone of our success.
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative strategies and commitments to our clients.
Impact :
the work you do not only helps clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.
Independence :
We value ambition. You control your own career.
In fact, we work hard to create a culture where you move forward as fast as you'd like, not as fast as you're told.
Income :
You have the ability to accelerate your earning potential.
The potential to grow your income or responsibilities is based on one factor:
you.
Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional.
In that role, you will:
What it takes to be an Equitable Advisors' Financial Professional
With a wide range of successful Financial Professionals, prior educational focus and professional background does not necessarily dictate success.
We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform.
We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and further growing our inclusive work environment.
A four-year college degree is preferred but not requiredYou will be required to obtain state Life and Health licenses and pass the FINRA SIE before joining.
Then you will be required to obtain FINRA Series 7 and 66 registrations on your own time but no later than within 240 days of joining.
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 futuresTeam 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
Applicants must be authorized to work in the United States
Advantages of working with us
As a Financial Professional with Equitable Advisors, we offer a competitive compensation package that allows you to be in the driver seat.
We believe in celebrating the successes and contributions that our Financial Professionals make to our company and our communities and acknowledged by numerous reward and recognition programs.
Paid TrainingDuring your first week of Preliminary Employment Period onboarding and learning our products and digital platforms, your pay will range from $620-$718.
Compensation you control after your first weekAfter your first week of employment, you will no longer receive fixed pay.
Rather, as an outside salesperson, your compensation will be paid solely by commission on the sale of various financial products and calculated in accordance with the Company's commission schedule.
In previous years, commission has ranged from $0-$125K during the first calendar year.
Upon successful completion of the Preliminary Employment Period, you will be eligible to become a 20th Edition Financial Professional and you can choose to be paid one of two ways: Base Salary of $24,000 per year plus reduced commission and performance bonus opportunities or Full Commission plus bonus.
Benefits
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.
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").
in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to focus in employee and executive benefits and other specialized areas.
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed.
client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.
Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE /23)(Exp.4/25)
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