Financial Professional - NY, New York (5240)
Equitable AdvisorsNew York, New York, United States
Posted March 16, 2026
Full Time
About the Company
Equitable Advisors is a national broker-dealer and registered investment advisory firm that empowers independent financial advisors to grow their practices on their own terms. By combining the scale and research capabilities of a leading national organization with localized support teams, the firm delivers a unique "supported independence" model that enables advisors to focus on client service while accessing comprehensive operational, technology, and compliance resources. Equitable also offers retirement-benefit solutions through its specialized Retirement Benefits Group and operates affiliated insurance agencies across multiple states. The company's inclusive culture and commitment to professional development make it an attractive destination for advisors seeking autonomy and robust support.
Job Description
Equitable Advisors is seeking a Financial Professional to build and nurture client relationships, devise personalized financial strategies, and provide clear recommendations and guidance. The role involves a structured path to becoming a wealth manager through licensing and employment. The company offers a comprehensive benefits package, flexible schedule, and opportunities for professional growth and development.
Requirements
- Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
Benefits
- Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement
- Stable Pay: $35,500 annually
- Commissions and Bonus: eligible to earn commissions and bonus
- Benefits Eligibility: comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)
