Jobs
>
Melville

    Financial Advisor - Melville, United States - Equitable Advisors LLC

    Equitable Advisors LLC
    Equitable Advisors LLC Melville, United States

    3 weeks ago

    Default job background
    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 PLANNERTM (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 (to be completed 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 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"), the first week of which is a 40 hour week of paid training.

    During this first week, you will be paid the hourly minimum wage for your location which will range from $ for the week.

    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 240 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 and vary depending on the financial product sold.

    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.

    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. GE /23)(Exp.7/25)

    #J-18808-Ljbffr

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago


    Northwestern Mutual Melville, United States

    For over 160 years, Northwestern Mutual advisors have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to ...

  • Forest Hills Financial Group

    Financial Advisor

    5 days ago


    Forest Hills Financial Group Melville, United States

    Job Description · Job DescriptionForest Hills Financial Group, a member of The Guardian Network, is looking for individuals like you to join our team as a Financial Advisor. · We take an uncommon approach to financial services, focusing on long‐term results and leveraging techno ...

  • LPL Financial

    Financial Advisor

    4 weeks ago


    LPL Financial Bethpage, United States Full time

    Financial Advisor - Teachers Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers Feder ...


  • NYL - Melville Office Melville, United States

    · Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate ...


  • NYL - Melville Office Melville, United States

    We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variet ...


  • NYL - Melville Office Melville, United States

    Job Description · Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-leve ...

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago


    Northwestern Mutual Melville, United States

    For over 160 years, Northwestern Mutual advisors have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to ...


  • Voya Financial Advisors Inc Melville, United States

    Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market. · Th ...


  • New York Life - Nassau-Suffolk NY Melville, United States

    · Exciting Opportunity for Entry-Level Financial Advisor in Melville, NY · Seeking passionate individuals to join the New York Life Long Island General Office. Make a meaningful impact by helping families, business owners, and corporations secure their financial futures. Autono ...


  • New York Life - Nassau-Suffolk NY Melville, United States

    Are you in search of an exciting career path filled with boundless opportunities and a clear trajectory? The New York Life Long Island General Office is on the lookout for Entry-Level Financial Advisors who are passionate about helping families safeguard their financial futures a ...


  • Bank of America Melville, United States

    Merrill Experienced Financial Advisor · Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, ...


  • New York Life Melville, United States

    · Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful Entry-Level Financial Advisor candidate ...


  • NYL - Melville Office Melville, United States

    · We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a var ...


  • NYL - Melville Office Melville, United States

    We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variet ...


  • Bank of America Farmingdale, United States

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...

  • Bankers Life

    Financial Advisor

    1 week ago


    Bankers Life Hauppauge, United States

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. · Responsibilities · Provid ...

  • Lenox Advisors

    Financial Advisor

    3 days ago


    Lenox Advisors Stamford, United States

    If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...


  • New York Life - Nassau-Suffolk NY Melville, United States

    · Are you in search of an exciting career path filled with boundless opportunities and a clear trajectory? The New York Life Long Island General Office is on the lookout for Entry-Level Financial Advisors who are passionate about helping families safeguard their financial future ...


  • New York Life Melville, United States

    Job Description · Job Description · Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful Entry ...

  • Northwestern Mutual Norwalk

    Financial Advisor

    3 weeks ago


    Northwestern Mutual Norwalk Norwalk, United States

    As a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by training programs, mentoring, and unlimited access to resources to assist their ...