Wealth Management Associate
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. They are seeking a Wealth Management Associate to help clients secure their financial well-being and provide them with confidence to pursue fulfilling lives through tailored financial services and products.
Responsibilities
- Empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions
- Upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience
- Encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC)
- Provide management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School
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 Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable))
- 401(k) Plan with company match
- Employee Stock Purchase Plan (ESPP)
- Short- and Long-Term Disability Programs
- Basic Group Life Insurance
- Transportation Reimbursement Incentive Program (“TRIP”)
Company Overview
Company H1B Sponsorship