About Us

Transitioning out of Military? Career Opportunity

You’ve served your country…. Now enter a profession that serves your needs while you continue to help others build upon their dreams.

 

You may not have a decade of experience in the financial services industry, but you have the ability to leverage your experience, the desire to achieve your professional goals and a passion to serve your community.

 

If you are yearning for an opportunity to help others while helping yourself, a rewarding profession may await you as an Equitable Advisors financial professional.  As an Equitable Advisors financial professional, you can look forward to the flexibility you need and enjoy the life you’ve created for yourself – with the strength and resources of a solid company behind you all the way.

 

Job Description:

  • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
  • Provide information/education to clients about the purpose and details of financial products, services and strategies.
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
  • Contact clients periodically to determine if there have been changes in their financial status.
  • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service

You don’t need to have a finance or economics degree to be a successful financial professional.  At Equitable Advisors, training is a process not an event, whereby our financial professionals, at every level of experience, build their business. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.

Requirements:

  • 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.
     
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.
  • Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships.
     
  • Must be a US Citizen or permanent resident
     
  • A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 66 registrations or equivalent.
  • MBA, JD, CFP®, CPA or ChFC, a plus.
     

Individuals who excel at Equitable Advisors come from many different professional backgrounds including:

  • Military
  • Law
  • Brokerage
  • Banking
  • Management
  • Accounting
  • Sales

 

If you are ready for an opportunity through which you can continue to help people in your community while enjoying a flexible and satisfying lifestyle, we invite you to contact us today.

 

You know who you are. And it’s time we know you, too.  Apply now for immediate consideration.

 

Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Equitable Advisors is an Equal Opportunity Employer M/F/D/V.

 

 

GE-85913 (5/13)(Exp. 5/15)

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0F00296

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck