Entry Level Salaried Financial Professional (PCPG) (HYBRID OR REMOTE)
Equitable Advisors, Salt Lake City, UT, United States
Entry Level Salaried Financial Professional (PCPG) – Hybrid or Remote – Equitable
Primary Location
United States – NY – Syracuse, United States – UT – Salt Lake City
Organization
Equitable
Schedule
Full-time
About the Role
At Equitable, we help clients secure their financial well‑being so they can pursue long and fulfilling lives – a mission we’ve honed since 1859.
What You’ll Be Doing
Train
Acquire core financial services licenses: Series 7, Series 66, Life & Health License
Learn the philosophy behind the Equitable financial planning process
Learn about financial markets and types of investments
Understand how to engage clients
Learn
Join the Branch Assist team to connect with existing Equitable clients
Work with them to position existing investments to meet long‑term financial goals
Assist clients in planning for new financial needs as their lives and needs change
Partner
Work with 10–20 successful Financial Professionals to contact their clients and build efficiencies
Help clients realize their financial goals
Gain insight into becoming a successful Financial Professional
Additional Training
Client Prospecting
Conducting face‑to‑face client meetings
Developing client seminarsManaging business expenses
Compensation & Benefits
Base salary: $50,000, eligible for variable compensation.
Full range of benefits including medical, dental, vision, 401(k) plan, and paid time off
Qualifications
Bachelor's degree or equivalent industry experience
Ability to obtain FINRA Series 7 and 66 licenses and Life Insurance Licenses (funding and study program provided)
Prior customer relationship management experience
Preferred Qualifications
Previous sales experience in financial services (banking, insurance, property & casualty, or retail investments)
Strong research and analytical skills
Excellent interpersonal and communication skills
Skills
Cross‑Selling – knowledge of strategies to understand client needs and create additional sales
Effective Communications – ability to transmit, receive, and interpret ideas accurately
Sales Proposals and Presentations – skill in preparing formal recommendations
Sales Scoping and Qualification – ability to identify and qualify opportunities
Equitable Equal Employment Opportunity Statement
Equitable is committed to providing equal employment opportunities to our employees, applicants, and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E‑Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email us at TalentAcquisition@equitable.com.
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Primary Location
United States – NY – Syracuse, United States – UT – Salt Lake City
Organization
Equitable
Schedule
Full-time
About the Role
At Equitable, we help clients secure their financial well‑being so they can pursue long and fulfilling lives – a mission we’ve honed since 1859.
What You’ll Be Doing
Train
Acquire core financial services licenses: Series 7, Series 66, Life & Health License
Learn the philosophy behind the Equitable financial planning process
Learn about financial markets and types of investments
Understand how to engage clients
Learn
Join the Branch Assist team to connect with existing Equitable clients
Work with them to position existing investments to meet long‑term financial goals
Assist clients in planning for new financial needs as their lives and needs change
Partner
Work with 10–20 successful Financial Professionals to contact their clients and build efficiencies
Help clients realize their financial goals
Gain insight into becoming a successful Financial Professional
Additional Training
Client Prospecting
Conducting face‑to‑face client meetings
Developing client seminarsManaging business expenses
Compensation & Benefits
Base salary: $50,000, eligible for variable compensation.
Full range of benefits including medical, dental, vision, 401(k) plan, and paid time off
Qualifications
Bachelor's degree or equivalent industry experience
Ability to obtain FINRA Series 7 and 66 licenses and Life Insurance Licenses (funding and study program provided)
Prior customer relationship management experience
Preferred Qualifications
Previous sales experience in financial services (banking, insurance, property & casualty, or retail investments)
Strong research and analytical skills
Excellent interpersonal and communication skills
Skills
Cross‑Selling – knowledge of strategies to understand client needs and create additional sales
Effective Communications – ability to transmit, receive, and interpret ideas accurately
Sales Proposals and Presentations – skill in preparing formal recommendations
Sales Scoping and Qualification – ability to identify and qualify opportunities
Equitable Equal Employment Opportunity Statement
Equitable is committed to providing equal employment opportunities to our employees, applicants, and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E‑Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email us at TalentAcquisition@equitable.com.
#J-18808-Ljbffr