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Financial Services Associate

2 months ago

Austin, Texas, United States Equitable Advisors Full time

Who are we seeking?

We are in search of dynamic, intelligent, and driven individuals who are eager to embark on an entrepreneurial journey within the financial services sector. Our team is particularly interested in candidates possessing exceptional interpersonal skills necessary for cultivating enduring client relationships, alongside the analytical and strategic planning capabilities essential for assisting clients in their financial journeys. While a background in finance is not mandatory, a genuine passion for serving others is crucial. Ideal candidates will demonstrate a strong work ethic, a willingness to learn, and a courageous approach to new challenges. The role requires a collaborative spirit, as teamwork is vital to our success.

What does the position entail?

As a financial professional at Equitable Advisors, you will have the chance to establish a practice focused on guiding individuals toward achieving their financial aspirations, safeguarding their families, and ensuring a dignified retirement. Daily responsibilities will include reaching out to prospective clients, conducting meetings, and collaborating with the analyst team to devise impactful strategies and presentations that contribute to the long-term prosperity of clients.

Why choose Equitable Advisors?

Training and Development: Financial professionals engage in continuous training designed to equip and empower them for successful careers. This program encompasses local and corporate training, peer support, and direct mentorship from experienced leaders, facilitating the transition of new professionals into their desired career paths.

Growth Opportunities: Individuals will have the chance to explore diverse career paths within a culture that promotes internal advancement. Financial professionals may aim to build a successful practice centered on outstanding client service, pursue managerial roles at local or corporate levels, or even establish their own brand as a financial professional.

Compensation and Benefits: Financial professionals at Equitable Advisors enjoy access to a wide range of benefits, including 401(k) plans with matching contributions, profit-sharing options, stock purchase plans for Equitable stock, and comprehensive medical, dental, and vision insurance. The compensation structure at Equitable Advisors is highly competitive, offering advisors significant opportunities for financial growth.

Qualifications:

  • A bachelor's degree or higher
  • U.S. citizenship or permanent residency
  • Possession of Group 1, SIE, Series 7, and 66 licenses
  • Licenses are not required prior to the interview, as we will assist in obtaining any necessary credentials