Wealth Management Associate

About the Role

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. This is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life.

Key Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service.
• Build and maintain client base, keeping 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.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

Requirements & Tech Stack

• A four-year college degree.
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
• 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.
• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses.
• Other designations are a plus.

Benefits and Compensation

• Compensation you control and a comprehensive benefits package for eligible individuals.
• Opportunity to work jointly with senior joint-work partners and to be coached by top performers.
• Personalized and comprehensive training and support in all areas important to building your business.
• A work-life balance and access to a full suite of remote-work technology solutions.
• Advancement and management opportunities.