Financial Professional - PR, San Juan (3869) Job at Equitable Advisors in San Ju

Job Description - Entry Level – Financial Advisor - PR, San Juan (3869) (19000C5S) Entry Level – Financial Advisor - PR, San Juan (3869) ( 19000C5S ) Primary Location Primary Location : UNITED STATES-PR-San Juan Organization Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement :Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development :Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering 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 : Flexible schedule to maximize productivity and personal time Qualifications Skills & Experience Education :Bachelor's degree or equivalent skills and work experience Licensing :State Life & Health, SIE, Series 7, Series 66 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 Training & Development FINRA Sponsorship : provided for required FINRA licensing Preliminary Employment Period (PEP) : comprehensive 120-day hands-on training Virtual University :access to Equitable Advisors' Virtual University for continuous learning Mentorship :opportunities for joint work and mentorship Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development : access to Leadership Development School for those with management ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Sign-On Payment :Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay :Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits : Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) #J-18808-Ljbffr In Summary: Equitable Advisors is dedicated to making a positive impact in the lives of its clients . The company is committed to fostering relationships that help people achieve meaningful financial wellness . The role is to build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking . En Español: Descripción del puesto Asesor Financiero - PR, San Juan (3869) (19000C5S) Nivel de entrada Consejero financiero -PR, San Juán (3869 (19000 C5S)) Localización principal Ubicación primaria: Estados Unidos-PR-Organización San juan Descrición Equitable Advisors se dedica a tener un impacto positivo en la vida de sus clientes. Nuestra red de más de 4,300 profesionales financieros en todo los EE.UU. está comprometida con fomentar relaciones que ayuden a las personas a lograr el bienestar financiero significativo. Role Destaca la participación del cliente:Construir y fomentar las relaciones con los clientes a través de eventos de networking y gestión de cartera, garantizar una comunicación coherente y el seguimiento del progreso Desarrollo de estrategias financieras :Comprender los objetivos financieros de los clientes y su tolerancia al riesgo para idear estrategies personalizadas, ofreciendo recomendaciones claras y orientación Producto y servicio Consultoría::Discutir productos y servicios financieros adaptados a las situaciones únicas de sus clientes Ubicación: Presencia en la oficina Requiere un equilibrio entre vida laboral y trabajo: Programa flexible para maximizar la productividad y tiempo personal Qualificaciones Habilidades y experiencia Educativa:Bachelor's Degree o habilidades equivalentes y experiencia laboral Licenciamiento Estatal & Salud, SIE, Serie 7, Capacitación Personal: Prévalos impulsados por una trayectoria exitosa e equitativa Capacidades de Dirección Profesionales: Beneficiarios: Crédito profesional Equivalentad: Experiencias de liderazgo Profesional: Especificado Excelente asesoría y capacidad de manejo Propuestable Personalidad Legible Escuencia financiera Posibilidad de crecimiento Personalización Oportunidad Ejercicio Formación Perfectiva Trabajo empresarial Confiables Mental Asistencia Servicio Contribución Funcionario Infraestructuras Financiarias El desarrollo Estudiante Apoyo Enseñanza Los consejos Certificativo Las empresas Año Consejeres Advivencia Beneficios: Programas de beneficios integrales para profesionales financieros elegibles incluyendo salud, odontología y visión, 401 ((k); Plan de compra de acciones de empleados (ESPP); discapacidad; seguro de vida; e Incentivo por el reembolso del transporte (TRIP), cada uno sujeto a los términos y condiciones del programa aplicable, tal como puede ser vigente de vez en cuando. Nuestros asesores imparciales Impact & Culture están comprometidos con hacer una diferencia en las vidas de sus personas y sus comunidades. Valoramos la diversidad e inclusión, ofrecemos programas de bienestar y grupos de recursos para empleados.