Junior Wealth Management Consultant
2 weeks ago
Exciting Career Path:
Equitable Advisors is seeking driven individuals to become part of our distinguished Wealth Management Development Program. This initiative is tailored for those who aim to ascend to the Vice President level in a condensed timeframe.
As a Financial Consultant at Equitable Advisors, you will begin by acquiring the essential skills to support individuals and small to mid-sized enterprises with their financial planning needs. Our extensive training curriculum, weekly workshops, practical exposure with experienced advisors, and mentorship programs will provide you with the expertise necessary for a successful career in financial services.
Upon successful completion, chosen candidates will progress to the Equitable Advisors Leadership Academy to refine their leadership skills. High-performing candidates will advance to our Prospective District Manager (PDM) Program, where they will embark on their leadership journey, taking on roles such as recruitment, conducting training sessions, and contributing to the leadership team.
What You Will Gain as an Equitable Advisors Financial Consultant:
- Techniques to grow and enhance your client portfolio annually
- Evaluating client financial data to customize suitable financial strategies
- Fostering client relationships through regular assessments and identifying new prospects
- Providing tailored financial advice using a variety of solutions including investments, life insurance, and more
- Broadening your service offerings within the financial sector
What You Will Learn as a Fast Track Leadership Candidate:
- Fundamental skills for effective leadership
- Recruitment strategies to attract top talent
- Establishing and leading a successful team
- Guiding Financial Advisors to achieve their goals
- Initiating your leadership career as a Vice President or Territory Sales Manager
- Paths to advanced leadership roles such as Senior Vice President, Executive Vice President, and corporate-level positions
Qualifications to Become an Equitable Advisors Financial Consultant:
- A bachelor's degree is preferred
- Ability to secure necessary licenses (State Life Accident and Health License, FINRA SIE, Series 7 Top Off, Series 66)
- Results-driven, motivated, with integrity and a strong work ethic
- Team-oriented with excellent communication skills and confidence
- Leveraging past experiences to develop markets and maintain relationships
- Passion for leading a team through mentorship and guidance
- Authorized to work in the United States
Why Choose Equitable Advisors:
- Meaningful work with clients
- Unlimited earning potential
- Comprehensive benefits package
- Personalized training and ongoing support
- Opportunities for growth and advancement
- Exceptional work-life balance
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