Wealth Management Associate

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. They are seeking a Wealth Management Associate to help clients secure their financial well-being and provide them with confidence to pursue fulfilling lives through tailored financial services and products.

Responsibilities

• Empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions
• Upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience
• Encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC)
• Provide management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School

Skills

• Applicants must be authorized to work in the United States
• We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
• We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding
• 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
• A four-year college degree is preferred but not required

Benefits

• 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 Insurance
• Transportation Reimbursement Incentive Program (“TRIP”)

Company Overview

Company H1B Sponsorship