Jobs and Careers
EQ
Entry Level Salaried Financial Professional (PCPG) (HYBRID OR REMOTE)
EquitableUnited States, United StatesRemotefull_timeVerifiedPosted 23 Apr 2026
💰 $50,000/yr
About the role
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
What You Will Bring
• Bachelor's degree or equivalent relevant industry experience
• Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
• Prior customer relationship management experience
Preferred Qualifications
• Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)
• Strong research and analytical skills
• Strong research and analytical skills
• Excellent interpersonal and communication skills
Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click
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
What You Will Bring
• Bachelor's degree or equivalent relevant industry experience
• Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
• Prior customer relationship management experience
Preferred Qualifications
• Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)
• Strong research and analytical skills
• Strong research and analytical skills
• Excellent interpersonal and communication skills
Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click
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