Wealth Management Associate

About the Role

The LC Elite Program at Equitable Advisors is an established management track designed to accelerate success as a Wealth Management Associate. Upon completing the necessary requirements of an Equitable Advisors Financial Professional, there is an opportunity to join a 2-year management track, progressing towards becoming a vice president or district manager.

Key Responsibilities

• Recruiting and selecting new financial sales professionals
• Supporting new professionals' development through training, coaching, and joint-work opportunities
• Fostering relationships with existing experienced financial professionals
• Ensuring compliance oversight and supervision
• Exemplifying the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy
• Demonstrating a high level of proficiency as a Financial Professional

Requirements & Tech Stack

• Four-year college degree is preferred but not required
• Will be required to attain state life and health licenses, SIE, FINRA Series 7, and 66 exams (other designations a plus)
• Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures
• Team player with excellent interpersonal skills and communication abilities, and a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Qualifications

• Prior educational focus and professional background do not necessarily dictate success. Success is seen with individuals directly out of college, frustrated professionals seeking new career opportunities, and those already in the financial services industry.
• Applicants must be authorized to work in the United States.

Training & Development

Equitable Advisors’ training systems are designed to provide you with the skills and tools to succeed, including:

• Development sessions
• Advanced coaching from peers, managers, and executive leadership
• Leadership development school
• Professional Selling skills
• Leadership meetings

Benefits

• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support in all areas important to building your business
• Sponsorship and coaching to obtain required licenses
• Ability to focus in numerous areas (Certified Financial Planner, junior/senior partner, employee and executive benefits, specialized areas)
• Ability to work jointly with senior joint-work partners and be coached by top performers
• Advancement and management opportunities
• Work-life balance and access to a full suite of remote-work technology solutions