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Equitable Advisors
Falls, VA | Full Time
$86k-123k (estimate)
3 Months Ago
Wealth Management Associate
$86k-123k (estimate)
Full Time | Insurance 3 Months Ago
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Equitable Advisors is Hiring a Wealth Management Associate Near Falls, VA

Overview

We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.

With us, you will be a part of a recognized and respected company that offers:

o Compensation you control and a complete benefits package

o Personalized and comprehensive training and support in all areas important to building your business

o Sponsorship as well as coaching to obtain the licensing required for hire

o Ability to focus in numerous areas from being a Certified Financial Planner professional, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus

o Ability to work jointly with senior joint-work partners and to be coached by top performers

o Advancement and management opportunities

o A work-life balance and access to a full suite of remote-work technology solutions

You can build your career on your own terms. No strict 9 to 5. No one-track path. No corporate ladder. Our growing field force enjoys the flexibility and balance our company provides. We believe success and maintaining a healthy lifestyle go hand-in-hand.

Responsibilities

As aFinancial Professional, you will:

o Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives

o Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis

o Contact clients periodically to determine if there have been changes in their financial status.

o Sell financial products and services including life insurance and annuities and investment options

What It Takes to Be an Equitable Advisors' Financial Professional

o A four-year college degree is preferred but not required

o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

o 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

o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Note: Applicants must be authorized to work in the United States.

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-3702698 (08/21) (Exp.08/23)

Job Type: Full-time

Pay: $43,015.00 - $137,836.00 per year

Benefits:

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

Schedule:

  • 8 hour shift

Supplemental Pay:

  • Bonus pay
  • Commission pay

Ability to commute/relocate:

  • Falls Church, VA 22042: Reliably commute or planning to relocate before starting work (Preferred)

Education:

  • Bachelor's (Preferred)

Work Location: One location

Job Type: Full-time

Pay: $43,015.00 - $137,836.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Education:

  • Bachelor's (Preferred)

Experience:

  • Financial services: 3 years (Preferred)

License/Certification:

  • FINRA License (Preferred)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$86k-123k (estimate)

POST DATE

01/19/2023

EXPIRATION DATE

12/07/2023

WEBSITE

equitable.com

HEADQUARTERS

BISMARCK, ND

SIZE

7,500 - 15,000

FOUNDED

1939

TYPE

Investment Company

CEO

BOB JOHNSON

REVENUE

$10B - $50B

INDUSTRY

Insurance

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About Equitable Advisors

NB Group provides wealth planning services andinvestment solutions toindividuals andinstitutions.

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