8 Wealth Management Associate Jobs in Stamford, CT
Equitable Advisors is Hiring a Wealth Management Associate Near Stamford, CT
Wealth Management Associate - CT, Stamford (5022)
(23000077)At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Wealth Management Associate. After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to becoming a vice president or district manager. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:
- Development sessions
- Advanced coaching from peers, managers and executive leadership
- Leadership development school
- Equitable Advisors' virtual university
- Leadership meetings
Responsibilities
- Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals
- Ensuring compliance oversight and supervision
- Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy
With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
- A four-year college degree is preferred but not required
- You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
- 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
Note - applicants must be authorized to work in the United States.
Benefits
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support in all areas important to building your business
- Sponsorship as well as coaching to obtain the licensing required for hire
- Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
- Ability to work jointly with senior joint-work partners and to be coached by top performers
- Advancement and management opportunities
- A work-life balance and access to a full suite of remote-work technology solutions
If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect!
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- 3702629 (08/21) (Exp.08/23)
Job Summary
Full Time
Insurance
$77k-115k (estimate)
03/10/2023
06/07/2024
equitable.com
BISMARCK, ND
7,500 - 15,000
1939
Investment Company
BOB JOHNSON
$10B - $50B
Insurance
Related Companies
About Equitable Advisors
NB Group provides wealth planning services andinvestment solutions toindividuals andinstitutions.
The job skills required for Wealth Management Associate include Wealth Management, Products and Services, Coaching, Financial Services, Futures, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Associate. Select any job title you are interested in and start to search job requirements.
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.
If you are interested in becoming a Wealth Management Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Wealth Management Associate for your reference.
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