Entry Level Salaried Financial Professional (PCPG) (HYBRID OR REMOTE)

Job description

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859. Equitable is looking for a dynamic Entry Level Salaried Financial Professional (PCPG) to join our team! This position is a Hybrid or Remote Opportunity and can be based out of our Syracuse, NY or Salt Lake City, UT offices. What You'll Be Doing: Train: 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 - Acquire your core financial services licenses Learn: 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 - Join our Branch Assist team to Partner: 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 Fin...