Wealth Management Associate

The Wealth Management 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. 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.ResponsibilitiesEquitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality serviceBuild and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basisContact 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.What it takes A four-year college degreeYou will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsResults-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futuresBenefits and compensationCompensation you control and a comprehensive benefits package for eligible individualsOpportunity to work jointly with senior joint-work partners and to be coached by top performersPersonalized 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 solutionsAdvancement and management opportunitiesSecurities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an Equal Opportunity Employer M/F/D/V. GE-3702617 (08/21) (Exp. 08/23)

Created: 2025-01-15