Job Information
Equitable Financial Professional - NJ, Woodbridge (2655) in Woodbridge, New Jersey
Financial Professional - NJ, Woodbridge (2655) ( PIN_15331 )
Primary Location : UNITED STATES-NJ-Woodbridge
Organization : Equitable Advisors
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 212-314-4600), 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-5634481.1(04/23)(exp.04/25)
Req ID: PIN_15331