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Wealth Management Specialist

2 months ago

Secaucus, New Jersey, United States Equitable Advisors Full time

About Equitable Advisors

Founded in 1859, Equitable Advisors stands as a prominent entity in the financial services and insurance sector, dedicated to assisting individuals in crafting prosperous futures through our stability, innovative offerings, and unwavering commitment to our clients.

Role Overview

Equitable Advisors is on the lookout for entrepreneurial-minded individuals to join our ranks as a Financial Professional. In this capacity, you will:

  • Evaluate financial data gathered from clients to devise strategies, financial products, and services aimed at helping clients achieve their financial goals.
  • Establish and nurture a client portfolio, ensuring client plans remain current while consistently acquiring new clients.
  • Utilize Holistic Life Planning and Financial Planning methodologies to provide tailored recommendations and promote suitable financial products and services, including life insurance, annuities, and investment alternatives (both proprietary and those available through our open-infrastructure platform).

Qualifications for Success

Success as a Financial Professional at Equitable Advisors is not confined to specific educational backgrounds or professional experiences. We have witnessed triumph among recent graduates, seasoned professionals seeking new paths, and those already entrenched in the financial services landscape looking for a more comprehensive platform. We are committed to fostering diverse talent and creating an inclusive workplace.

  • A four-year college degree is preferred but not mandatory.
  • Obtaining state life and health licenses, along with SIE, FINRA Series 7, and 66 exams (additional designations are advantageous).
  • A results-oriented, highly motivated self-starter with integrity, a robust work ethic, and a passion for assisting others in planning and safeguarding their financial futures.
  • A collaborative team player with exceptional interpersonal and communication skills, coupled with a high degree of self-assurance.
  • The ability to leverage past and present experiences to cultivate markets and maintain enduring relationships.

Benefits of Joining Our Team

  • Control over your compensation and a comprehensive benefits package.
  • Personalized and extensive training and support in all critical areas for business development.
  • Sponsorship and coaching to help you achieve the necessary licensing for employment.
  • Opportunities to specialize in various fields, from Certified Financial Planner roles to junior or senior partnership positions, as well as employee and executive benefits.
  • Collaboration with senior joint-work partners and mentorship from top performers.
  • Prospects for advancement and management roles.
  • A balanced work-life environment with access to a full suite of remote-work technology solutions.

To embark on your journey as a Financial Professional, Equitable Advisors will support your pursuit of licensing requirements, and our training curriculum is meticulously designed to equip you with the skills and tools necessary for success. Our training encompasses various areas, including client management, sales techniques, market development, product knowledge, technology systems, and core practice management.

Securities are offered through Equitable Advisors, LLC, a member of FINRA and SIPC. Investment advisory products and services are provided by Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products are available through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer.