Future Advisor Program
2 weeks ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Future Advisor Training Program Description:
In this training program, participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth Management, Financial Protection products and strategies, and Estate Planning strategies. Participants will have the opportunity to be involved in a variety of activities:
- how to prepare for meetings with clients and prospective clients
- the importance of, and how to prepare, presentations to clients and prospective clients
- how to research client portfolios and the importance of such research in the role of a Financial Professional
- in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training
- sales techniques to learn effective presentation skills
Participants will also be provided training to enhance their learning experience, leveraging a combination of ‘self-paced’, virtual, and branch training in the following categories:
- Skills
- Development
- Knowledge
- Management
Future Advisor Training Program Requirements
- students entering junior or senior year
- to 40 hours per week for a maximum of 12 weeks
- major or equivalent, as determined by the Executive Vice President in his/her sole discretion
- or higher grade point average
- to be in financial sales
- involved in local community and exhibits leadership skills (e.g. fraternity/sorority involvement, sports teams, community service, campus clubs, associations, etc.)
- be driven, have an entrepreneurial spirit and be results-oriented
- oral and written communication skills
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