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Financial Services Consultant at Equitable Advisors

Financial Services Consultant

Equitable Advisors Toms River, NJ Full-Time


We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.

With us, you will be a part of a recognized and respected company that offers:

o Compensation you control and a complete benefits package

o Personalized and comprehensive training and support in all areas important to building your business

o Sponsorship as well as coaching to obtain the licensing required for hire

o Ability to focus in numerous areas from being a Certified Financial Planner professional, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus

o Ability to work jointly with senior joint-work partners and to be coached by top performers

o Advancement and management opportunities

o A work-life balance and access to a full suite of remote-work technology solutions

You can build your career on your own terms. No strict 9 to 5. No one-track path. No corporate ladder. Our growing field force enjoys the flexibility and balance our company provides. We believe success and maintaining a healthy lifestyle go hand-in-hand.


As a Financial Professional, you will:

o Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives

o Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis

o Contact clients periodically to determine if there have been changes in their financial status.

o Sell financial products and services including life insurance and annuities and investment options

What It Takes to Be an Equitable Advisors' Financial Professional

o A four-year college degree is preferred but not required

o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

o Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Note -- applicants must be authorized to work in the United States.

Securities offered through Equitable Advisors, LLC (NY, NY

(212) 314-4600
), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702698 (08/21) (Exp.08/23)

Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representatives, Business Development

Recommended Skills

  • Certified Financial Planner
  • Communication
  • Confident And Emotionally Stable
  • Finance
  • Hardworking And Dedicated
  • Interpersonal Skills
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Job ID: LI05-10440_3256481914

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