Junior Wealth Management Consultant

2 weeks ago

Saddle Brook, New Jersey, United States Equitable Advisors Full time

Se requiere espíritu y tenacidad, aunque no se necesita experiencia previa en ventas o finanzas.

Equitable Advisors es una firma de gestión de patrimonio respetada con un historial comprobado en la industria. Nuestra misión es ayudar a nuestros clientes a asegurar su bienestar financiero y brindarles la confianza para llevar vidas largas y satisfactorias. Nos apasiona tener un impacto positivo en el futuro de individuos y empresas mediante la oferta de servicios y productos financieros que abordan sus necesidades financieras en evolución a lo largo de su vida.

Sobre el equipo:

Personas con mentalidad emprendedora que son disciplinadas y prácticas en sus aspiraciones. Los asesores financieros comparten el objetivo común de educar y ayudar a los individuos con sus metas financieras personales. Un entorno impulsado por métricas donde nos ayudamos mutuamente a alcanzar nuestras metas con una competencia saludable.

Responsabilidades del trabajo (Lo que harás en el rol):

  • Buscar clientes para construir una cartera de negocios desde cero.
  • Construir relaciones personales con los clientes.
  • Proporcionar servicios financieros personalizados a los clientes.
  • Evaluar las necesidades únicas de cada cliente.
  • Educar a los clientes sobre cómo alcanzar sus objetivos financieros.
  • Presentar estrategias financieras y consultas a los clientes.
  • Vender asesoramiento financiero como inversiones, planificación patrimonial, planificación de jubilación, etc.
  • Realizar seguimientos con los clientes para verificar su estado financiero.

Para tener éxito en este rol (Calificaciones requeridas):

  • Se prefiere un título universitario, pero no es obligatorio. Se anima a postular a individuos con experiencia en roles de atención al cliente, como ventas al por menor, servicio de restaurantes y desarrollo de negocios. Lo más importante para nosotros es tener una mentalidad positiva y habilidades para cumplir con el trabajo.
  • Obtener exámenes financieros: SIE, LAH, S66 y S7 (se proporciona capacitación).
  • Actitud ambiciosa y de autoaprendizaje con una mentalidad de aprendizaje continuo.
  • Espíritu emprendedor natural.
  • Capacidad de ser entrenable y comunicador efectivo.
  • Orientado a soluciones y determinado ante problemas.
  • Enfoque entusiasta y positivo.
  • Pensador creativo.
  • Capacidad para prosperar en situaciones desafiantes.
  • Personalidad: tienes un estilo optimista y persistente, la capacidad de realizar llamadas en frío sin miedo al rechazo y puedes presentar tus ideas de manera clara y profesional, ya sea por escrito, en persona o por teléfono.

Puntos adicionales para estos (Calificaciones preferidas):

  • Excelentes habilidades de gestión del tiempo.
  • Experiencia previa en desarrollo de negocios o emprendimiento.
  • Experiencia previa con cuotas de ventas o métricas.
  • Capacidad para construir una red con éxito a través de diferentes plataformas y medios.

Cómo prosperar: No te preocupes si no tienes experiencia previa en ventas o finanzas; somos conocidos por nuestra capacitación de ventas de alta calidad y te enseñaremos a utilizar la última tecnología de ventas para prepararte para el éxito aquí en Equitable Advisors.

  • Nuestro currículo de capacitación para principiantes está diseñado para empoderarte con las habilidades y herramientas necesarias para el éxito: gestión de relaciones con clientes, conocimiento de productos, técnicas de ventas, desarrollo de mercado, simulaciones y acceso a un conjunto completo de soluciones tecnológicas para el trabajo remoto. También mejorarás al participar en programas de desarrollo locales y nacionales y oportunidades de trabajo conjunto para obtener experiencia práctica.
  • También tenemos oportunidades de gestión para aquellos que desean avanzar hacia el liderazgo o simplemente probarlo en nuestra Escuela de Desarrollo de Liderazgo.

Compensación y beneficios de Equitable:

Programa de recompensas totales de Equitable.

  • Compensación que controlas y un paquete completo de beneficios.
  • Capacitación y apoyo personalizados y completos en todas las áreas importantes para construir tu negocio.
  • Capacidad para especializarse en numerosas áreas, desde ser un Planificador Financiero Certificado, hasta un socio junior o senior en un modelo de firma, hasta beneficios para empleados y ejecutivos y otras áreas de enfoque especializadas.
  • Capacidad para trabajar conjuntamente con socios senior y ser entrenado por los mejores desempeños.
  • Oportunidades de avance y gestión.
  • Un equilibrio entre trabajo y vida personal y acceso a un conjunto completo de soluciones tecnológicas para el trabajo remoto.

Para empleados elegibles, Equitable ofrece una gama completa de beneficios. Esto incluye atención médica, dental, visión, un plan 401(k) y tiempo libre pagado.

Política de Igualdad de Oportunidades Laborales Equitable se compromete a proporcionar igualdad de oportunidades laborales a nuestros empleados, solicitantes y candidatos basándose en calificaciones individuales, sin distinción de raza, discapacidades físicas, orientación sexual, estado de veterano, información genética o cualquier otra clase protegida por leyes federales, estatales y locales.

Nota: Equitable participa en el programa E-Verify.

Si se necesita una adaptación razonable para participar en el proceso de solicitud de empleo o entrevista o para realizar las funciones esenciales del trabajo de esta posición, comuníquese con Recursos Humanos.

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