Financial Professional - Experienced or Training Program Provided Details

Equitable Advisors - Orlando, FL

Employment Type : Full-Time

Be a part of a company that is changing the way Financial Planning Services is done.

Equitable Advisors is a financial services company with a legacy of helping people look forward with courage, strength, and wisdom. We believe in a holistic approach to financial planning that considers every facet of our clients’ lives: their purpose and goals, their lifestyle and wellness, and lastly their financial resources. This means that the work you do not only helps our clients make smarter financial decisions, it helps them focus on the people and the passions in their lives that matter most to them.

Job Description

· Business/ Client development

· Consultative meeting – Examine current situation & needs.

· Education on a wide variety of financial subjects.

· Development strategies – short, medium & long-term goals.

· Implementation of strategies.

The work environment is fast paced, energetic and enthusiastic and is ideal for likeminded individuals. At our Equitable Advisors Central Florida Branch, we have fun while working hard. We strongly believe in fostering a creative atmosphere and want employees to enjoy their time at the office. We hold afternoon “outings” as a team, recognize employee’s major milestones in their lives (birthday’s, work anniversaries, achievements), volunteer together at local charities, and host friendly competitions among the advisors and staff to keep things interesting like Fantasy Football and softball tournaments.

Characteristics of a top Financial Professional include:

  • A four-year college degree is preferred but not required
  • Relevant FINRA securities registrations
  • If you do not have them, you will be required to attain state life and health licenses and FINRA Series 7 registration.
  • Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
  • MBA, JD, CFP®, CPA or ChFC, a plus

Benefits of working with us

  • Compensation you control plus a complete benefits package
  • Personalized and comprehensive training and support
  • Advancement and management opportunities
  • Work-life balance

About AXA Advisors

AXA Advisors, LLC is a leading provider of financial services for consumers and businesses, working with clients to help them define and pursue their financial goals. It is a broker/dealer and the retail distribution channel for AXA Equitable Life Insurance Company(NY, NY), which provides life insurance and annuities for the financial services market.

In business since 1859, AXA Equitable Life Insurance Company (formerly The Equitable Life Assurance Society of the United States) is a leading financial protection company and nationwide issuer of life insurance and annuity products.

AXA Advisors, LLC, Member FINRA/SIPC is an Equal Opportunity Employer M/F/D/V.

(1) During the Preliminary Employment Program (PEP), the candidate is responsible for paying the resident and non-resident licensing, appointments and registration fees. These fees are reimbursable once the candidate goes on contract.

(2) AGE_ 152709(4/20)(Exp.4/22)

Job Types: Full-time, Commission

Pay: $45,000.00 - $250,000.00 per year

Experience:

  • relevant: 1 year (Preferred)

Education:

  • Bachelor's (Preferred)

Additional Compensation:

  • Commission
  • Bonuses

Work Location:

  • One location

Work Remotely:

  • Temporarily due to COVID-19

Posted on : 3 years ago