Equitable Holdings
Entry Level Salaried Financial Professional (PCPG)
Equitable Holdings, Syracuse, New York, us, 13235
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.
Key Job Responsibilities
Train•
Acquire your core financial services licenseso
Series 7, Series 66, Life and Health Licenseo
Learn about the philosophy behind the Equitable financial planning processo
Learn about the financial markets and types of investmentso
Understand how to engage clientsLearn•
Join our Branch Assist team too
Connect with existing Equitable clientso
Work with them to position their existing investments to meet their long term financial goalso
Work with existing clients to plan and prepare for new financial needs as their lives and needs changePartner•
Spend the next two years working with 10 – 20 successful Financial Professionals too
Contact their clients to help them grow and build efficiencies in their businesso
Work with clients to help them realize their financial goalso
Get an up close and personal view as to what it takes to become a successful Financial Professional
Additional TrainingYou will receive additional training in critical skills and topics includingo
Client Prospectingo
Conducting face to face client meetingso
Developing client seminarso
Managing business expenses
The base salary for this position is $50,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits : Equitable Total Rewards Program
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.
Key Job Responsibilities
Train•
Acquire your core financial services licenseso
Series 7, Series 66, Life and Health Licenseo
Learn about the philosophy behind the Equitable financial planning processo
Learn about the financial markets and types of investmentso
Understand how to engage clientsLearn•
Join our Branch Assist team too
Connect with existing Equitable clientso
Work with them to position their existing investments to meet their long term financial goalso
Work with existing clients to plan and prepare for new financial needs as their lives and needs changePartner•
Spend the next two years working with 10 – 20 successful Financial Professionals too
Contact their clients to help them grow and build efficiencies in their businesso
Work with clients to help them realize their financial goalso
Get an up close and personal view as to what it takes to become a successful Financial Professional
Additional TrainingYou will receive additional training in critical skills and topics includingo
Client Prospectingo
Conducting face to face client meetingso
Developing client seminarso
Managing business expenses
The base salary for this position is $50,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits : Equitable Total Rewards Program