Wealth Management Associate - Entry Level
Company: Equitable Advisors
Location: Hoboken
Posted on: May 11, 2022
|
|
Job Description:
With Equitable founded in 1859, Equitable Advisors is a leading
firm in the financial services and insurance industry with a
mission to help people build fulfilling futures grounded in our
stability, innovative solutions, and commitments to our clients.
Equitable Advisors is seeking entrepreneurial-oriented individuals
to join our team as a Financial Professional. In that role, you
will: -- Analyze financial information obtained from clients to
determine strategies, financial products, and services to help
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 (including both
Equitable-manufactured products and other products available
through our open-infrastructure platform) What it takes to be an
Equitable Advisors--- Financial Professional: With a wide range of
successful financial professionals, prior educational focus and
professional background do not necessarily dictate success. We see
success with people directly out of college, frustrated
professionals looking to begin new career opportunities and those
already in the financial services industry seeking a more
comprehensive platform. We also seek and develop people of all
backgrounds built on our proud history and focus of developing
diverse talent and enabling an inclusive work environment. -- A
four-year college degree is preferred but not required -- You will
be required to attain state life and health licenses, SIE, FINRA
Series 7 and 66 exams (other designations a plus) --
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 -- Team player who
possesses excellent interpersonal skills and communication
abilities, with a high degree of self-confidence -- 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. Benefits of working with
us -- Compensation you control and a complete benefits package --
Personalized and comprehensive training and support in all areas
important to building your business -- Sponsorship as well as
coaching to obtain the licensing required for hire -- Ability to
specialize in numerous areas from being a Certified Financial
Planner to a junior or senior partner in a firm model, to the
employee and executive benefits and other specialized areas of
focus -- Ability to work jointly with senior joint-work partners
and to be coached by top performers -- Advancement and management
opportunities -- A work-life balance and access to a full suite of
remote-work technology solutions To get started as a Financial
Professional, Equitable Advisors will sponsor your pursuit of the
licensing requirements, and our training curriculum is designed to
provide the skills and tools you need for the opportunity to
succeed. Our training program consists of training across numerous
areas: client management skills, sales skills, market development,
product knowledge, technology systems, and core practice management
systems. Securities are offered through Equitable Advisors, LLC
(NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial
Advisors in MI & TN). Investment advisory products and services are
offered through Equitable Advisors, LLC, an SEC-registered
investment advisor. Annuity and insurance products are offered
through Equitable Network, LLC. Equitable Advisors, LLC is an equal
opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)
Keywords: Equitable Advisors, Hoboken , Wealth Management Associate - Entry Level, Executive , Hoboken, New Jersey
Click
here to apply!
|