Financial Professional - NJ, Woodbridge (2655)

Equitable

$60K — $121K *

clock More than 3 months ago

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Less than 5 years of experience

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Job Description

We are looking to hire a financial professional to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then discuss appropriate and suitable financial products, services, and strategies. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

Financial Professional Responsibilities:
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy.
  • Answering client questions about financial plans and strategies and offering appropriate guidance. Discussing strategies for clients in insurance coverage, investments, cash management, and other areas to help them reach their financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their strategy.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial strategies or referring clients to other professionals who can help them.
  • Helping clients as they manage and update their portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

Expanding your focus on your target market (Athletes, Entertainers, Physicians etc.)

Qualifications

Financial Professional Requirements:
  • A four-year college degree is preferred
  • 1-2 years of sales experience.
  • You will be required to obtain state Life and Health licenses and pass the FINRA SIE before joining. If you are currently unregistered, then you will be required to obtain FINRA Series 7 and 66 registrations within 240 days of joining.
  • Knowledge of mutual funds, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Comfortable using a computer for various tasks.
  • Experience providing quality financial services.

Our Training Program

We consider extensive, lifelong training to be one of our key competitive advantages. We're committed to acquiring and leveraging talent to grow the company. New Financial Professionals focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations and certifications, including CERTIFIED FINANCIAL PLANNER™ professional (CFP®). We have ongoing higher education opportunities with The Wharton School of Business, Columbia University, The Harvard Business School that our top Financial Professionals will have an opportunity to participate in.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Our Compensation Program

Let's face it. You can't attract quality people with a second-best compensation package. You'll have operational flexibility while being backed by the vast resources and marketing experience of one of the nation's premier financial service organizations. If selected, you'll have access to a competitive compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper registration/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent comprehensive benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income insurance coverage options, group term life and optional group universal life insurance coverage.

Duly registered and licensed Equitable Advisors Financial Professionals offer securities through Equitable Advisors, LLC (NY, NY [redacted]), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC. Equal Opportunity Employer - M/F/D/V. AGE-[redacted].1(04/23)(exp.04/25)
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.



EquiTable Careers



Joining EquiTable means becoming part of a company that values innovation, leadership, and diversity. As a leader in the industry, EquiTable offers unparalleled job opportunities designed to foster professional growth and expand your skills in a dynamic and supportive environment.

Work You’ll Do



At EquiTable, we are committed to driving industry standards forward. Our team is at the forefront of developing solutions that not only meet but exceed the needs of our diverse client base. By joining our team, you will collaborate with some of the brightest minds in the industry, all dedicated to innovation and excellence in their fields.

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Whether you are looking for an internship, a full-time position, or leadership roles, EquiTable has a range of career paths to suit your professional goals. Our job opportunities span various departments and specialties, empowering you to find the perfect fit for your career ambitions.

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EquiTable is a place where innovation leads to opportunity. Here, you can work on groundbreaking projects that challenge your abilities and push the boundaries of what is possible. Our leadership is committed to nurturing talents and encouraging innovative thinking to solve real-world problems.

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We believe that diversity fuels innovation. EquiTable is dedicated to creating a workplace where diverse perspectives are embraced, and everyone has the opportunity to speak up, be heard, and contribute to the company's success. Our diversity training ensures that all team members understand and value individual differences.

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EquiTable is deeply invested in the professional development of its employees. We offer a comprehensive benefits package that supports both personal and professional growth. Our training programs and leadership workshops help you develop new skills and enhance your career trajectory.

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