Wealth Management Associate

About the Role

Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment for individuals passionate about helping others reach their financial goals.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Key Responsibilities

• Building and nurturing client relationships.
• Developing financial strategies based on client objectives and risk tolerance.
• Consulting on tailored financial products and services.

Requirements & Tech Stack

• State Life & Health, SIE, Series 7, Series 66 licensing.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Authorized to work in the United States.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Values-driven with a track record of success and accomplishment.

Training & Development

• FINRA Sponsorship provided for required FINRA licensing.
• Comprehensive 120-day hands-on training (Preliminary Employment Period - PEP).
• Access to Equitable Advisors' Virtual University for continuous learning.
• Opportunities for joint work and mentorship.
• Personalized coaching from a local Vice President.
• Access to Leadership Development School for those with management ambition.
• 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 & Benefits

• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement for successful completion of company sponsored required FINRA licenses and registrations.
• Stable Pay: Biweekly stable pay for up to the first 24 months as a financial professional ($32,150 annually, based on a 40-hour workweek).
• Eligibility to earn commissions and bonus.
• Benefits Eligibility: Comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP).