Financial Professional (PCPG) (HYBRID OR REMOTE)

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
• Acquire your core financial services licenses
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
Learn
• Join our Branch Assist team to
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
Partner
• Spend the next two years working with 10 – 20 successful Financial Professionals to
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 Financial Professional

Additional Training
You will receive additional training in critical skills and topics including
o Client Prospecting
o Conducting face to face client meetings
o Developing client seminars
o Managing business expenses

This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake Cit, UT; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.

The base salary for this position is $50,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program