Job description

Job Description

Oakbridge Financial (a partner with Equitable Advisors) is seeking driven individuals looking to work in an industry with unprecedented growth as Financial Professionals. When entering the workforce for the first time, stability, financial freedom, and building a skillset through training and development are the most important factors that job seekers look for when searching for their ideal job. Many entry level professionals discover that it is difficult to find a position that provides all of these attributes.

The amount of support we provide for our Financial Professionals is unparalleled in the industry. We make the route to success simple if you have the drive and motivation to make it happen. If you are at the beginning of your career and looking for a position that you can turn your hard work into financial success, you owe it to yourself to discover an opportunity with one of the most respected and growing full service financial services companies!

As a Financial Professional, you will be primarily focused on growing your own financial services practice with the support and strength of one of the nation’s leading financial services firms. The work environment is fast paced, energetic and enthusiastic and is ideal for likeminded individuals.

Benefits

As an Equitable Advisors’ Financial Professional, you’ll be part of a recognized, respected company that offers:

• Competitive salary and comprehensive benefits package
• Training, support and hands-on management
• Advancement/management opportunities

Job Requirements

In order to be a successful Financial Professional, you do not need to have a degree in finance or economics or any work experience. What we do need is an individual who is a results-driven self-starter, able to take ownership in what he or she is doing and willing to work hard to achieve success. The most successful candidates find fulfillment in knowing that they are not only making a lot of money but working towards building a career in the financial services industry.

Requirements for the position include:

• A four-year college degree is preferred but not required
• You will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations

• 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 sustain long-term relationships
• Must be authorized to work in the United States
• MBA, JD, CFP®, CPA or ChFC,a plus

Company Overview

Equitable Advisors (a partner with Oakbridge Financial) is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals- providing services of financial, retirement, estate planning strategies’ asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.

We believe in a holistic approach to financial planning that takes into account 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 your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-2422541 (06/20) (Exp. 06/22)

Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representative, Business Development.

Job Type: Full-time

Pay: $34,935.11 - $150,322.58 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay
• Commission pay

Application Question(s):

• Will you require any kind of visa sponsorship now or in the future?

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: One location

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