Wealth Management Associate

4 weeks ago

SaintBrieuc, Bretagne, United States Equitable Services Full time
About Equitable Advisors

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.

Our Team

Our Financial Professionals come from a variety of backgrounds, including recent college graduates, career crossovers, and experienced financial professionals. They share several key traits: demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking, and a desire to shape and protect their future as well as those they serve.

Diversity, Equity, and Inclusion

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.

Community Engagement

We prosper through our programs, including "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually. We also enjoy the flexibility for Work Life Balance, enabling us to identify with our authentic selves.

Training and Support

Our entry-level training curriculum is designed to 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. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Qualifications

Requirements include being authorized to work in the United States, a four-year college degree (preferred but not required), and passing the SIE and FINRA Series 7 and 66 registrations. We are looking for results-driven, highly motivated, self-starters with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures.

Compensation and Benefits

Entry-level Financial Professionals start out in our Preliminary Employment Program (PEP) after obtaining required licenses and registrations. They have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP, they will also have the opportunity to earn 100 percent of the commissions generated by them in accordance with the Company's commission schedules. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (PEP) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense.

Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company's commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000.

As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: 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; and Transportation Reimbursement Incentive Program (TRIP).

Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

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