Wealth Management Associate
Equitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being. The Wealth Management Associate role involves providing financial services and products, building client relationships, and pursuing professional development opportunities.
Responsibilities
- Help clients secure their financial well-being
- Provide financial services and products that address evolving financial needs
- Participate in local and national development programs
- Navigate obtaining required state licenses
- Pursue professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC)
- Develop markets and sustain long-term relationships
Skills
- Applicants must be authorized to work in the United States
- We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
- We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding
- 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
- A four-year college degree is preferred but not required
Benefits
- Health
- Dental and vision
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability
- Life Insurance
- Transportation Reimbursement Incentive Program (TRIP)
Company Overview
Company H1B Sponsorship