What are the responsibilities and job description for the Career Opportunities in Wealth Management position at Equitable Advisors?
Company Overview
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help clients secure their financial well-being, providing them with confidence to pursue long and fulfilling lives. We are driven by a passion to make a positive impact on the futures of individuals and businesses through customized financial strategies.
About the Role
Our Financial Professionals come from diverse backgrounds, including recent college graduates, career crossovers, and experienced financial professionals. They share key traits such as demonstrated patterns of success, values-driven mindset, entrepreneurial spirit, knack for networking, and a desire to shape and protect their future, as well as those they serve.
Qualifications
- Applicants must be authorized to work in the United States.
- A four-year college degree is preferred but not required.
- We will assist in obtaining required state licenses and passing the SIE exam prior to onboarding.
- FINRA Series 7 and 66 registrations can be sponsored, with exams passed prior to onboarding.
Required Skills
- Results-driven, highly motivated, self-starter with integrity, strong work ethic, and a desire to help others plan for and protect their financial futures.
- Team player with excellent interpersonal skills and communication abilities, accompanied by high self-confidence.
- Ability to leverage past/present experiences and acquaintances to develop markets and sustain long-term relationships.
