Wealth Management Associate with Leadership Ambition

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients. Daily Activities may includeNetworking to discover new talent to grow your team Coaching from your experience & training to develop new Financial ProfessionalsCollaborating with local leadership to strengthen values, mission and visionCommitting to personal and district goals consistent with branch and company strategySupervisory skills ensuring compliance and brand are metFostering diverse talent and enabling an inclusive work environmentTeambuilding through culture and eventsRequirementsFour-year college degree preferred but not required Complete 12 months as entry level Financial Professional meeting requirements and have a developed client baseMust be licensed: State Life and Health, SIE, FINRA Series 7, 66, & 24 examsAbility to draw upon pastpresent experiences and acquaintances to develop markets and sustain long-term relationshipsDesire to help others plan for and protect their financial futuresKnowledge of our products & servicesHigh degree of self-confidence but team first attitudeAuthorized to work in the United StatesTraining & SupportLeadership Development SchoolEquitable Advisors' Virtual UniversityColumbia Holistic Financial Coach ProgramSponsorship for FINRA licensingWorking closely with top leadership thru 1:1 coachingJoint work and mentorship opportunitiesPersonalized training and support in all areas important to building your businessOpportunity to earn specialized designations such as Certified Financial Planner (CFP®)Compensation & BenefitsUnlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life InsuranceWork-life balance and access to a full suite of remote-work technology solutionsEquitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. MFDV. GE- 7559574.1(225)(Exp.229)

Created: 2025-02-27