What are the responsibilities and job description for the Quality Management Associate position at Equitable Advisors?
About Us
We are a network of over 4,300 financial professionals across the U.S. dedicated to helping people achieve meaningful financial wellness.
Our Mission
To foster relationships that support individuals and families in reaching their financial goals through licensing and employment opportunities.
Your Role
Build and nurture client relationships through:
- Networking events
- Portfolio management
E nsure consistent communication and progress tracking.
Financial Strategy Development
Understand clients' financial objectives and risk tolerance to devise personalized strategies offering clear recommendations and guidance.
Discuss financial products and services tailored to clients' unique situations.
Requirements
Bachelor's degree or equivalent skills and work experience.
Training and Development
We offer:
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Personalized Coaching: benefit from the training and guidance of a local Vice President
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Compensation
We offer:
- Biweekly pay for eligible financial professionals
- Commissions and bonus
Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; and Transportation Reimbursement Incentive Program (TRIP).
Company Culture
We value diversity and inclusivity, offer wellness programs and employee resource groups.
We commit to being a Force for Good reflected in programs like
