What are the responsibilities and job description for the Financial Advisor position at Equitable Advisors?
Founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry. Our mission is to help people build fulfilling futures grounded in our stability, innovative solutions, and commitments to our clients.
We are seeking entrepreneurial-oriented individuals to join our team as a Wealth Management Associate. In this role, you will:
- Analyze financial information to determine strategies for helping clients meet their financial objectives.
- Build and maintain a client base, keep client plans up-to-date, and acquire new clients on an ongoing basis.
- Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services, including life insurance, annuities, and investment options.
What it Takes to be a Successful Wealth Management Associate
You don't need prior educational focus or professional background to succeed. We see success with people directly out of college, frustrated professionals looking for a new career opportunity, and those already in the financial services industry seeking a more comprehensive platform. We develop diverse talent and create an inclusive work environment.
- A four-year college degree is preferred but not required.
- You must attain state life and health licenses, SIE, FINRA Series 7 and 66 exams, and other designations.
- Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures.
- A team player with excellent interpersonal skills, communication abilities, and self-confidence.
- The ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
We offer sponsorship and coaching to obtain the necessary licensing.
Benefits of Working with Us
- Control over your compensation and a comprehensive benefits package.
- Personalized training and support in all areas important to building your business.
- Ability to specialize in numerous areas, from Certified Financial Planner to employee and executive benefits.
- Opportunities for advancement and management.
- A work-life balance and access to remote-work technology solutions.
