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Entry Level Financial Professional
EquitableEntry Level Salaried Financial Professional helping clients with financial well-being at Equitable. Providing financial training processes while collaborating with clients and professionals.
Posted 4/14/2026full-timeSyracuse • New York, Utah • 🇺🇸 United StatesEntry Level💰 $50,000 per yearWebsite
About the role
Key responsibilities & impact- Acquire your core financial services licenses, including Series 7 and 66
- Connect with existing clients to meet financial goals
- Work with successful Financial Professionals to grow efficiency
Requirements
What you’ll need- Bachelor's degree or equivalent relevant industry experience
- Ability to obtain FINRA Series 7 and 66 licenses
- Life Insurance Licenses
- Prior customer relationship management experience
Benefits
Comp & perks- medical
- dental
- vision
- a 401(k) plan
- paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer relationship management
Certifications
Series 7Series 66Life Insurance Licenses