Wealth Management Associate
3 weeks ago
Equitable Advisors is a leading wealth management firm dedicated to helping clients achieve their financial goals. Our team of experienced professionals provides personalized financial guidance and support to individuals and businesses.
Our MissionWe strive to deliver exceptional customer experiences by building long-term relationships based on trust, guidance, and technology. Our goal is to provide customized financial strategies that meet the unique needs and aspirations of our clients.
Our ValuesWe value diversity, equity, and inclusion, and we are committed to fostering a culture of respect and inclusivity. We believe in the importance of social impact and community engagement, and we are proud to support initiatives that promote financial literacy and education.
Our BenefitsWe offer a comprehensive benefits package, including medical insurance, a 401(k) plan with company match, and an employee stock purchase plan. We also provide opportunities for professional development and growth, including training and support for obtaining professional designations.
Requirements- Authorized to work in the United States
- Four-year college degree preferred but not required
- Results-driven, highly motivated, and self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures
- Team player with excellent interpersonal skills and communication abilities
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Entry-level Financial Professionals start out in our Preliminary Employment Program (PEP) and have the potential to receive a sign-on payment ranging from $250 to $1,000. During PEP, you will also have the opportunity to earn 100 percent of the commissions generated by you in accordance with the Company's commission schedules. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and participate in a variety of comprehensive benefit plans, including health insurance, a 401(k) plan, and an employee stock purchase plan.
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