What are the responsibilities and job description for the Wealth Management Associate position at Equitable Advisors?
We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Wealth Management Associate 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. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.
With us, you will be a part of a recognized and respected company that offers:
o Compensation you control and a complete benefits package
o Personalized and comprehensive training and support in all areas important to building your business
o Sponsorship as well as coaching to obtain the licensing required for hire
o Ability to focus in numerous areas from being a Certified Financial Planner professional, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
o Ability to work jointly with senior joint-work partners and to be coached by top performers
o Advancement and management opportunities
o A work-life balance and access to a full suite of remote-work technology solutions
You can build your career on your own terms. No strict 9 to 5. No one-track path. No corporate ladder. Our growing field force enjoys the flexibility and balance our company provides. We believe success and maintaining a healthy lifestyle go hand-in-hand.
Responsibilities
As a Wealth Management Associate, you will:
o Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
o Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
o Contact clients periodically to determine if there have been changes in their financial status.
o Sell financial products and services including life insurance and annuities and investment options
What It Takes To Be an Equitable Advisors' Wealth Management Associate
o A four-year college degree is preferred but not required
o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
o 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
o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Note -- applicants must be authorized to work in the United States.
Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)
Salary : $24,000 - $140,000
