Entry Level Financial Professional (Wall, NJ Office Location)

Position Overview

Full-Time Position is On-Site in New Jersey (Wall Township). Equitable Advisors is dedicated to making a positive impact in the lives of its clients. With a network of over 4,300 financial professionals serving 2.4 million clients nationwide, our mission is simple: to make a difference by helping individuals and families achieve meaningful financial wellness. If you are passionate about helping others reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Key Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management while ensuring consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies with clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Enjoy a flexible schedule to maximize productivity and personal time.

Required Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: Must possess State Life & Health, SIE, Series 7, and Series 66 licenses.
• Personal Attributes: Values-driven with a track record of success and accomplishment.
• Communication Skills: Excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: Entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Benefits & Perks

• Sign-On Payment: $250–$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company-sponsored FINRA licenses and registrations.
• Stable Pay: Post-PEP, you become a 20th Edition financial professional with biweekly stable pay based on a structured 40-hour workweek at $32,400 annually for up to your first 24 months.
• Commissions and Bonus: In addition to stable pay, financial professionals are eligible to earn commissions and bonus.
• Benefits: Comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), subject to program terms.