Equitable · 4 months ago
Entry Level - Financial Advisor
Manhattan, NY
Full-time
Onsite
New Grad, Entry Level
$34K/yr - $34K/yrEquitable Advisors provides consulting services to secure the financial well-being and retirement strategies for individuals and families. They are seeking an Entry Level Financial Advisor to build client relationships, develop financial strategies, and consult on financial products and services.
BankingConsultingFinancial Services
No H1B
Hiring Manager
Giani Villasis
Responsibilities
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Discuss financial products and services tailored to clients' unique situations
Qualification
Required
Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
Values-driven with a track record of success and accomplishment
Excellent interpersonal and communication abilities with strong self-confidence
Entrepreneurial spirit with a desire to positively impact others' lives
Ability to work with and learn from top performers
Must be authorized to work in the United States
In-office presence required
Benefits
Health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & Bermuda CEO | Operating Committee Member
Recent News
MarketScreener
2025-11-04
2025-10-27
2025-10-27
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