Wealth Management Associate

4 weeks ago


Dallas, Texas, United States Equitable Advisors Full time

At Equitable Advisors, we foster a culture of growth and development. Our LC Elite Program is a structured management track designed to accelerate your success as a Wealth Management Associate.

Upon completing the necessary requirements of a Equitable Advisors Financial Professional, you have the opportunity to join our 2-year management track and be on the path to becoming a vice president or district manager. Our training systems are designed to equip you with the skills and tools needed to succeed:

Development sessions

Advanced coaching from peers, managers, and executive leadership

Leadership development school

Professional Selling skills

Leadership meetings

Responsibilities

Recruiting and selecting new financial sales professionals and supporting their development through training, coaching, and joint-work opportunities, fostering relationships with existing experienced financial professionals

Ensuring compliance oversight and supervision

Exemplifying the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy

Demonstrating a high level of proficiency in their role as a Financial Professional.

Requirements

We value diversity and inclusivity in our workplace. 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.

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

Benefits

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 focus in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to 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



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