Note: The job is a remote job and is open to candidates in USA. Equitable Advisors is dedicated to making a positive impact in the lives of its clients through a network of financial professionals. They are seeking an Entry Level Wealth Manager to build client relationships, develop personalized financial strategies, and provide tailored product consultations.
Responsibilities
- Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Discuss financial products and services tailored to clients' unique situations
Skills
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licensing
- Values-driven with a track record of success and accomplishment
- Excellent interpersonal and communication abilities with strong self-confidence
- Entrepreneurial spirit with a desire to positively impact others' lives
- Ability to work with and learn from top performers
- Must be authorized to work in the United States
Benefits
- Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
- After successfully completing PEP, you will be eligible to become a 20th Edition financial professional.
- Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management.
- Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
- Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
- Wellness programs
- Employee resource groups
- "1,000 Hours of Giving Back," sponsored by our Women’s Network
- “Equitable Excellence,” which awards 200 college scholarships annually
Company Overview
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.