Equitable
Equitable
Equitable एक वित्तीय सेवाओं और बीमा कंपनी है, जो व्यक्तियों, परिवारों और नियोक्ताओं को वित्तीय योजना, सेवानिवृत्ति, जीवन बीमा, वार्षिकी और कर्मचारी लाभों से जुड़े समाधान प्रदान करती है। 160 से अधिक वर्षों के अनुभव के साथ, कंपनी सलाहकार-आधारित मार्गदर्शन और ऑनलाइन संसाधनों का संयोजन करके ग्राहकों को दीर्घकालिक वित्तीय लक्ष्यों की योजना बनाने और अपने वित्तीय जीवन के महत्वपूर्ण चरणों का प्रबंधन करने में मदद करती है। इसका कार्य बीमा, वित्त और फिनटेक के क्षेत्रों तक फैला है, तथा इसके उत्पाद व्यक्तिगत और कार्यस्थल संबंधी आवश्यकताओं के लिए तैयार किए गए हैं।

Financial Professional — Equitable, Secaucus, NJ

Build client relationships and develop personalized financial strategies as a Financial Professional with Equitable Advisors. Complete licensing, training, and wealth management development while serving clients across the United States.

विवरण

  • Develop client relationships through networking and portfolio management.
  • Keep clients informed and track progress consistently.
  • Assess clients’ financial goals and tolerance for risk.
  • Create tailored financial strategies and offer clear recommendations and guidance.
  • Explain financial products and services suited to each client’s circumstances.
  • Complete a 120-day hands-on preliminary employment period.
  • Take part in training, mentorship, coaching, and professional development.

आवश्यकताएँ

  • Bachelor’s degree, or equivalent skills and work experience.
  • State Life and Health, SIE, Series 7, and Series 66 licenses.
  • A values-led approach and a record of achievement.
  • Strong interpersonal and communication skills, with confidence.
  • An entrepreneurial mindset and interest in making a positive difference in others’ lives.
  • Ability to learn from and work alongside high-performing colleagues.
  • Authorization to work in the United States.

लाभ

  • Sign-on payment of $250–$1,000 after signing the PEP agreement, contingent on completing required FINRA licenses and registrations.
  • Biweekly stable pay for up to the first 24 months as a financial professional.
  • Eligibility for commissions and bonuses.
  • Health, dental, and vision coverage.
  • 401(k) plan.
  • Employee Stock Purchase Plan (ESPP).
  • Disability insurance.
  • Life insurance.
  • Transportation Reimbursement Incentive Program (TRIP).
  • Wellness programs.
  • Employee resource groups.
  • Access to the Leadership Development School.
  • Support for professional credentials, including CFP®, ChFC, and the Credentialed Holistic Financial Coach program.
  • Comprehensive, hands-on training over 120 days.
  • FINRA sponsorship.
  • Access to Virtual University.
  • Mentorship and opportunities for joint work.
  • Individual coaching from a local Vice President.
  • Flexible schedule.

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