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Equitable · 2 weeks ago

Entry Level Salaried Financial Professional (PCPG)

United States

Full-time

Remote

New Grad, Entry Level

Equitable is a company committed to helping clients secure their financial well-being. The role involves training to acquire financial services licenses, learning about financial markets, and partnering with experienced Financial Professionals to assist clients in achieving their financial goals.

BankingConsultingFinancial Services

Responsibilities

Acquire your core financial services licenses

Series 7, Series 66, Life and Health License

Learn about the philosophy behind the Equitable financial planning process

Learn about the financial markets and types of investments

Understand how to engage clients

Join our Branch Assist team to

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

Spend the next two years working with 10 – 20 successful Financial Professionals to

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

You will 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 7 LicenseFINRA Series 66 LicenseLife Insurance LicenseCustomer Relationship ManagementSales ExperienceResearch 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