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Equitable · 3 months ago

Entry Level Salaried Financial Professional (PCPG)

United States

Full-time

Remote

New Grad, Entry Level

$50K/yr - $50K/yr

Equitable is a company committed to helping clients secure their financial well-being. The role involves training and developing skills necessary for a successful career as a financial professional, including acquiring financial services licenses and working closely with clients to meet their financial goals.

BankingConsultingFinancial Services

Responsibilities

Acquire your core financial services licenses

Learn about the philosophy behind the Equitable financial planning process

Learn about the financial markets and types of investments

Understand how to engage clients

Connect with existing Equitable clients

Work with them to position their existing investments to meet their long term financial goals

Work with existing clients to plan and prepare for new financial needs as their lives and needs change

Contact their clients to help them grow and build efficiencies in their business

Work with clients to help them realize their financial goals

Get an up close and personal view as to what it takes to become a successful Financial Professional

Receive additional training in critical skills and topics including Client Prospecting, Conducting face to face client meetings, Developing client seminars, Managing business expenses

Qualification

FINRA Series 7FINRA Series 66Life Insurance LicenseCustomer Relationship ManagementSales ExperienceResearch SkillsAnalytical SkillsCross-SellingSales ProposalsSales ScopingInterpersonal SkillsCommunication Skills

Required

Bachelor's degree or equivalent relevant industry experience

Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)

Prior customer relationship management experience