Financial Advisor
Equitable Advisors
Woodbridge Township, NJ US
Posted ago
Equitable Advisors

At Equitable Advisors, your next chapter can start today. We’re looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation’s leading financial services firms. Qualified candidates must have:

As a part of this opportunity, we offer advanced skills and product training, ongoing professional development, marketing support, and a breadth of innovative, quality financial products and services. We also have Management opportunities available should that be of interest to you.

 

Responsibilities

  • Analyze financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Contact clients periodically to determine if there have been changes in their financial status
  • Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
  • Sell financial products and services including life insurance, annuities and investment options

Qualifications

  • A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus
  • If you do not have the following, you will be required to attain them, under our sponsorship: state life and health licenses, FINRA, Series 7 and 66 registrations
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others to plan for and protect their financial futures
  • A team player and possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Ability to draw upon past experiences and acquaintances to develop markets and build upon them to sustain long term relationships
  • Must be authorized to work in the United States
  • MBA. JD, CFP©, CPA ChFC, a plus

 

Compensation
$50,000-$80,000
About Equitable Advisors

Equitable Advisors, a provider of investment and insurance strategies, can help people define and pursue their life, retirement, and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally, and monetarily. 

Our strategy begins and ends with our customers’ needs, goals and aspirations. We seek to provide long-term relationships and emphasize guidance, technology, and performance to deliver customized strategies to consumers. Our thinking is vast, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis. 

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