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Wealth Management Specialist

2 months ago


Secaucus, New Jersey, United States Equitable Advisors Full time

Unlock Your Potential as a Wealth Management Specialist

At Equitable Advisors, we are a leading financial services firm dedicated to empowering our team members. With a robust network of over 5,000 financial professionals across the United States and Puerto Rico, we are committed to fostering an environment where talented individuals can thrive.

What Sets Us Apart?

As a Wealth Management Specialist at Equitable Advisors, you will receive unparalleled support and resources to cultivate your own client base. Our comprehensive training programs, dedicated support teams, and a diverse range of competitive financial products equip you to meet your clients' unique financial needs effectively.

  • Mentorship from seasoned Wealth Management Specialists
  • Opportunities to generate income during your certification process
  • Customized study plans for exam preparation
  • Dedicated support for exam study
  • Access to leads for new client prospecting

Key Responsibilities:

  • Engaging in prospecting and networking activities to attract potential clients
  • Executing transactions and closing deals
  • Providing exceptional service to existing clients
  • Conducting analysis and preparing presentations
  • Creating tailored asset maps for clients
  • Participating in training sessions aimed at enhancing professional growth
  • Pursuing the Certified Financial Planner (CFP) designation

Essential Skills:

  • Report generation capabilities
  • Strong analytical skills
  • Sales acumen
  • Entrepreneurial mindset
  • Effective verbal and written communication
  • Competitive spirit
  • People-oriented approach
  • Adaptability and flexibility
  • Goal-driven attitude

Benefits Offered:

  • 401(k) retirement plan
  • 401(k) matching contributions
  • Comprehensive dental insurance
  • Employee discounts
  • Flexible working schedule
  • Health insurance coverage
  • Life insurance options
  • Retirement planning services
  • Vision insurance

Equitable Advisors is proud to be an equal opportunity employer, committed to diversity and inclusion in the workplace.