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Equitable

Financial Professional

Equitable

. Build and nurture client relationships through networking events and portfolio management .

Posted 10/22/2026full-timeSecaucus • New Jersey • United StatesMid-LevelSenior💰 $33,400 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in building client relationships and devising personalized financial strategies while maintaining strong communication and interpersonal skills. Holds relevant financial licenses and a commitment to professional development and mentorship.

Highest-signal resume keywords
Bachelor's DegreeState Life & Health LicenseSIE LicenseSeries 7 LicenseSeries 66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial Strategy DevelopmentPortfolio ManagementClient CommunicationRisk AssessmentFinancial Product Knowledge
Soft Skills
Interpersonal SkillsCommunication AbilitiesEntrepreneurial SpiritSelf-ConfidenceNetworking
Certifications & Qualifications
State Life & Health LicenseSIE LicenseSeries 7 LicenseSeries 66 License
Industry Keywords
Client Relationship ManagementFinancial ObjectivesRisk ToleranceNetworking EventsProfessional Development

About the role

Key responsibilities & impact
  • Build and nurture client relationships through networking events and portfolio management
  • Ensure consistent client communication and progress tracking
  • Understand clients' financial objectives and risk tolerance
  • Devise personalized financial strategies and provide clear recommendations and guidance
  • Discuss financial products and services tailored to clients' situations
  • Complete a 120-day hands-on preliminary employment period
  • Participate in training, mentorship, coaching, and professional development

Requirements

What you’ll need
  • Bachelor's degree or equivalent skills and work experience
  • State Life & Health, SIE, Series 7, and Series 66 licensing
  • Values-driven with a track record of success and accomplishment
  • Excellent interpersonal and communication abilities with strong self-confidence
  • Entrepreneurial spirit with a desire to positively impact others' lives
  • Ability to work with and learn from top performers
  • Must be authorized to work in the United States

Benefits

Comp & perks
  • $250-$1,000 sign-on payment after signing the PEP agreement, based on successful completion of required FINRA licenses and registrations
  • Biweekly stable pay for up to the first 24 months as a financial professional
  • Commissions and bonus eligibility
  • Health, dental, and vision benefits
  • 401(k)
  • Employee Stock Purchase Plan (ESPP)
  • Disability insurance
  • Life insurance
  • Transportation Reimbursement Incentive Program (TRIP)
  • Wellness programs
  • Employee resource groups
  • Access to Leadership Development School
  • Professional designations support, including CFP®, ChFC, and Credentialed Holistic Financial Coach program
  • 120-day comprehensive hands-on training
  • FINRA sponsorship
  • Virtual University access
  • Mentorship and joint-work opportunities
  • Personalized coaching from a local Vice President
  • Flexible schedule