What are the responsibilities and job description for the Wealth Management Associate position at Equitable Advisors?
We value your ambition. Equitable Advisors is currently seeking someone to join our team as a Financial Advisor to fast track their career. As an Equitable Financial Professional, you will:
- Go through our Leadership Development, Management Development, and learn how to build a book of business
- Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
- Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
- Contact clients periodically to determine if there have been changes in their financial status
- Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
- Sell financial products and services including life insurance, annuities and investment options
- Begin the process of leading a team of Financial Advisors to help them achieve their goals
What it takes to be a Financial Advisor:
- A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
- If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
- 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
- Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance.
- Must be authorized to work in the United States
- MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with Equitable Advisors:
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support
- Advancement and management opportunities
- A work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.