Wealth Management Associate

About the Role

At Equitable Advisors, your next chapter can start today. We are seeking highly motivated individuals to join our dynamic team in Atlanta, GA. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. We have branches across the country employing approximately 4,300 financial professionals providing services of financial, retirement, estate planning strategies, asset allocation, annuities, life insurance, and mutual funds as well as fee-based managed accounts.

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.
• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses.
• 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.

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.

Note: Applicants must be authorized to work in the United States.