Entry Level Salaried Financial Professional (Pcpg)

Equitable Holdings,Inc, Salt Lake City , UT 84101

Posted 1 week ago

Thank you for your interest in a position with us. At Equitable, we're individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community! We embrace the diversity of our teams by continuously investing in them while working to be a force for good in the local community.

Apply and start your journey today!

Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.

Start building your career as a financial professional in a salaried, three-year rotational role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.

Rotational opportunities are available in our Syracuse, NY and Salt Lake City, UT



  • Acquire your core financial services licenses

o Series 7, Series 66, Life and Health License

o Learn about the philosophy behind the Equitable financial planning process

o Learn about the financial markets and types of investments

o Understand how to engage clients


  • Join our Branch Assist team to

o Connect with existing Equitable clients

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

o 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

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

o Work with clients to help them realize their financial goals

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

Additional Training

You will receive additional training in critical skills and topics including

o Client Prospecting

o Conducting face to face client meetings

o Developing client seminars

o Managing business expenses

At the completion of the rotational program, you have the opportunity to work with Equitable Advisors field leadership to identify a branch office in an attractive US city to start your own practice as an entrepreneurially-spirited Equitable Advisors Financial Professional.

Minimum Qualifications:

  • 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)

Preferred Qualifications:

  • Strong knowledge of investment and life insurance products, including product features, product strategies and industry regulations

  • Prior customer relationship management experience

  • Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)

  • Strong research and analytical skills

  • Excellent interpersonal and communication skills

About Equitable

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

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) 314-6368 or email us at TalentAcquisition@equitable.com.


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Entry Level Salaried Financial Professional (Pcpg)

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