Wealth Management Associate

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Austin, United States Equitable Advisors Full time

Who are we looking for?

We are looking for personable, sharp, and competitive candidates seeking an entrepreneurial role in the financial services industry. Specifically, our team is searching for individuals with the kind of strong interpersonal skills needed to build lasting client relationships as well as the critical thinking and strategic planning abilities necessary to helping others plan financially. A background specifically in finance is not required, but a heart for serving others is essential. Successful candidates also must be hard working, coachable, and fearless as they approach new challenges. New financial professionals will be in a highly team-driven environment, so ability and desire to work well with others are a must as well.


What is the role?

As a financial professional (FP) at Equitable Advisors, you will have the opportunity to build a business around helping people reach their financial goals, protect their families, and retire with dignity. FPs will find themselves in a day to day of reaching out to new potential clients, meeting with clients, and interacting with the analyst team to develop meaningful strategies and presentations that lead to the long-term success of their clients.


Why Equitable?


Training and Development: FPs engage in lifelong training that equips and empowers them to pursue their best futures in this career. This program includes local and corporate-level training, peer accountability, and direct mentorship from leaders that launch new professionals into their chosen career path.

Opportunities for Growth: Individuals will have the opportunity to explore various career opportunities in a “promote from within” culture. Financial professionals may aspire to build a thriving practice centered on exceptional client service, pursue managerial responsibilities through local or corporate positions, or even build their own brand as financial professional through a DBA.

Benefits and Compensation: Financial professionals at Equitable Advisors have access to numerous benefits including 401(k) plans with match and profit sharing, stock purchase plans for Equitable stock, subsidized medical, dental, and vision insurance, and many others. Equitable Advisor's compensation model is extremely competitive in the field and gives advisors tremendous opportunity for growth.


Qualifications:

  • Bachelor’s degree or higher
  • U.S. Citizen or permanent resident
  • Group 1, SIE, Series 7 and 66 licenses
  • The licenses are not a pre-requisite to interview, as we would help you attain any you do not already have

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