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Who are we looking for?
We are looking for personable, sharp, and competitive candidates seeking an entrepreneurial role in the financial services industry. Specifically, our team is searching for individuals with the kind of strong interpersonal skills needed to build lasting client relationships as well as the critical thinking and strategic planning abilities necessary to helping others plan financially. A background specifically in finance is not required, but a heart for serving others is essential. Successful candidates also must be hard working, coachable, and fearless as they approach new challenges. New financial professionals will be in a highly team-driven environment, so ability and desire to work well with others are a must as well.
What is the role?
As a financial professional (FP) at Equitable Advisors, you will have the opportunity to build a business around helping people reach their financial goals, protect their families, and retire with dignity. FPs will find themselves in a day to day of reaching out to new potential clients, meeting with clients, and interacting with the analyst team to develop meaningful strategies and presentations that lead to the long-term success of their clients.
Why Equitable?
Training and Development: FPs engage in lifelong training that equips and empowers them to pursue their best futures in this career. This program includes local and corporate-level training, peer accountability, and direct mentorship from leaders that launch new professionals into their chosen career path.
Opportunities for Growth: Individuals will have the opportunity to explore various career opportunities in a “promote from within” culture. Financial professionals may aspire to build a thriving practice centered on exceptional client service, pursue managerial responsibilities through local or corporate positions, or even build their own brand as financial professional through a DBA.
Benefits and Compensation: Financial professionals at Equitable Advisors have access to numerous benefits including 401(k) plans with match and profit sharing, stock purchase plans for Equitable stock, subsidized medical, dental, and vision insurance, and many others. Equitable Advisor's compensation model is extremely competitive in the field and gives advisors tremendous opportunity for growth.
Qualifications:
Full Time
$70k-98k (estimate)
05/01/2024
05/18/2024
equitable.com
BISMARCK, ND
7,500 - 15,000
1939
Investment Company
BOB JOHNSON
$10B - $50B
Insurance
NB Group provides wealth planning services andinvestment solutions toindividuals andinstitutions.
The following is the career advancement route for Wealth Management Associate positions, which can be used as a reference in future career path planning. As a Wealth Management Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Associate. You can explore the career advancement for a Wealth Management Associate below and select your interested title to get hiring information.
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Discussing borrowing, debt management, and a range of specialized lending solutions.
02/28/2022: Queens Village, NY
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Career tips from people on Wealth Management Associate jobs
1-3 years of trust sales or trust relationship management experience.
04/10/2022: Chattanooga, TN
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