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Equitable
Equitable
5.001 – 10.000 Angajați
Sponsor pentru viza H1BAsigurăriFinanțeFintech
Equitable este o companie de servicii financiare și asigurări care oferă soluții persoanelor fizice, familiilor și angajatorilor pentru planificare financiară, pensionare, asigurări de viață, anuități și beneficii pentru angajați. Cu o experiență de peste 160 de ani, compania combină îndrumarea oferită de consilieri cu resurse online pentru a-i ajuta pe clienți să își planifice obiectivele financiare pe termen lung și să gestioneze etapele importante ale vieții lor financiare. Activitatea sa acoperă domeniile asigurărilor, finanțelor și tehnologiei financiare, cu produse concepute atât pentru nevoi personale, cât și pentru nevoile de la locul de muncă.
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Locurile de muncă ale companiei

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.

USStatele Unite ale AmericiiNJNew Jersey
33.400 $ / an
La sediuNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăPlanificare și analiză financiară

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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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