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

Our team of financial professionals strives to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. You will be developing strategic and trusted long-term client relationships. In addition, you will have the opportunity to help make a positive impact on individuals’ and businesses’ futures by offering financial services and products that address their evolving financial needs throughout their lifetimes. These needs may include life insurance, investments, retirement, and estate planning strategies, as well as executive benefits, business succession plans, and employee benefits for your business clients.

Responsibilities

We are currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:

  • 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

Financial professionals may come from a variety of backgrounds, but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. Many of our qualified candidates are active in their local community, charitable or professional organizations, and have an established network of professional and personal contacts. Specific qualifications for the Financial Professional position include:


  • A four-year college degree is preferred but not required
  • Relevant FINRA securities registrations
  • If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations
  • 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
  • Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships

Benefits of working with us

  • The compensation you control and a complete benefits package
  • Personalized and comprehensive training and support
  • Advancement and management opportunities
  • A work-life balance

You will receive the support that is unparalleled in the industry. To get you up and running, AXA Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.


Compensation
$24,000 commission based
About Equitable Advisors

Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services, and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals- providing services of financial, retirement, estate planning strategies’ asset allocation, annuities; life insurance and mutual funds as well as fee-based managed accounts.

We believe in a holistic approach to financial planning that takes into account every facet of our clients’ lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, but it also helps them focus on the people and the passions in their lives that matter most to them.

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