What are the responsibilities and job description for the Entry Level Wealth Management Associate - New York City position at Equitable Advisors?
Due to recent growth, Equitable Advisors, a leading financial services firm with approximately 5,000 professionals and services over 2.8 million clients all over the United States, is currently in search of a highly motivated, entrepreneurial-minded individual to join their dynamic team of financial professionals in the NYC area.
Job Requirements
- 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)
- Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
- Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)
- 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
Note -- applicants must be authorized to work in the United States.
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.
Apply now to indicate your interest.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. AGE- 5435819.1(1/23)(Exp.1/25)
Salary : $1 - $150,000
