Wealth Management Associate

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.
• Offer 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

• (Implied from Role Highlights)

Requirements & Tech Stack

• Licensing:
• State Life & Health
• SIE
• Series 7
• Series 66
• Work Authorization: Must be authorized to work in the United States.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Personal Attributes:
• Values-driven with a track record of success and accomplishment.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Collaboration: Ability to work with and learn from top performers.

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training.
• Virtual University: Access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship: Opportunities for joint work and mentorship.
• Personalized Coaching: Guidance from a local Vice President.
• Leadership Development: Access to Leadership Development School for those with management ambition.
• Professional Growth: 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 (based on 120-day timeline for successful completion of required FINRA licenses/registrations).
• Stable Pay:
• Eligible after successfully completing PEP to become a 20th Edition financial professional.
• Biweekly stable pay for up to the first 24 months as a financial professional.
• Annual stable pay: $34,500 (based on a structured 40-hour workweek).
• Commissions and Bonus: Eligible to earn in addition to Stable Pay.
• Benefits Eligibility:
• Health, dental, and vision.
• 401(k).
• Employee Stock Purchase Plan (ESPP).
• Disability.
• Life Insurance.
• Transportation Reimbursement Incentive Program (TRIP).