Financial Professional

Equitable

Financial Professional at Equitable Advisors helping individuals and families reach their financial goals. Building client relationships and developing personalized financial strategies.

Posted 4/25/2026full-timeSecaucus • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $33,400 per yearWebsite

About the role

Key responsibilities & impact

Client Engagement: Build and nurture client relationships through networking events and portfolio management
Financial Strategy Development: Understand clients' financial objectives and risk tolerance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Requirements

What you’ll need

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Work Authorization: must be authorized to work in the United States

Benefits

Comp & perks

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement
Stable Pay: eligible for biweekly stable pay for up to the first 24 months
Commissions and Bonus: financial professionals can earn commissions and bonuses
Benefits Eligibility: comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life Insurance, and Transportation Reimbursement Incentive Program (TRIP)

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client engagementrelationship buildingnetworkingfinancial strategy developmentconsultationvalues-driventrack record of successaccomplishment

Certifications

State Life & HealthSIESeries 7Series 66