Financial Professional
Not Disclosed•Full-TimeOn-site
location_on255, Barnes Road, Town of Preston, City of Norwich, Chenango County, New York, 13815, United States
About the Team
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others.
About the Role
This position offers a structured path to becoming a wealth manager through licensing and employment. You will join a values-driven team where an entrepreneurial spirit and a desire to positively impact others' lives are essential. The role focuses on building and nurturing client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
As a financial professional, you will understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance. You will discuss financial products and services tailored to clients' unique situations. While an in-office presence is required, the role offers a flexible schedule designed to maximize productivity and personal time.
Training & Development
We invest heavily in your success. You will receive FINRA sponsorship for required licensing and undergo a comprehensive 120-day hands-on Preliminary Employment Period (PEP). Throughout your journey, you will benefit from the training and guidance of a local Vice President who will provide mentorship, valuable insights, and support.
You will have access to Equitable Advisors' Virtual University for continuous learning and opportunities for joint work with top performers. For those with management ambition, we offer access to Leadership Development School. We also encourage the pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offering wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Hiring Process
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline, ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equal Opportunity
Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V.
Similar Job Opportunities
Skills, education and keywords
Skills: State Life & Health, Sie, Series 7, Series 66, Certified Financial Planner, CHFC, Credentialed Holistic Financial Coach.
Education: Bachelor's degree or equivalent skills and work experience.
Frequently asked questions about Financial Professional at AXA US
What does a Financial Professional at AXA US do?expand_more
A Financial Professional at AXA US is responsible for the following: Build and nurture client relationships through networking events; Devise personalized financial strategies based on client objectives; Provide clear recommendations and guidance to help clients achieve goals; and Discuss financial products and services tailored to client needs.
What are the requirements for this Financial Professional role?expand_more
AXA US is looking for candidates who meet the following requirements: Bachelor's degree or equivalent skills and work experience; State Life & Health license; SIE license; Series 7 license; Series 66 license; and Authorized to work in the United States.
Where is the Financial Professional role at AXA US located?expand_more
Financial Professional at AXA US is based in 255, Barnes Road, Town of Preston, City of Norwich, Chenango County, New York, 13815, United States. This is a on-site role.