Financial Services Associate

1 week 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 interested in an entrepreneurial position within the financial services sector. Our team is particularly focused on candidates who possess exceptional interpersonal skills essential for cultivating enduring client relationships, along with the analytical and strategic planning capabilities necessary 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 should also be diligent, open to guidance, and unafraid to tackle new challenges. As new financial professionals, you will thrive in a collaborative environment, making teamwork and a willingness to cooperate with others vital.

What does the position entail?

As a financial professional at Equitable Advisors, you will have the chance to establish a practice dedicated to helping individuals achieve their financial aspirations, safeguard their families, and retire with dignity. Daily responsibilities will include reaching out to prospective clients, conducting meetings with clients, and collaborating with the analyst team to create impactful strategies and presentations that contribute to the long-term success of your clients.

Why choose Equitable?

Training and Development: Financial professionals engage in continuous training that equips them with the tools and knowledge to pursue their best futures in this profession. This program encompasses local and corporate-level training, peer accountability, and direct mentorship from leaders who guide new professionals on their career paths.

Opportunities for Advancement: Individuals will have the chance to explore various career paths within a culture that promotes internal advancement. Financial professionals may aspire to develop a successful practice focused on outstanding client service, take on 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 range of benefits, including 401(k) plans with matching contributions and profit sharing, stock purchase plans for Equitable stock, subsidized medical, dental, and vision insurance, among others. The compensation structure at Equitable Advisors is highly competitive within the industry, offering advisors significant opportunities for growth.

Qualifications:

  • Bachelor's degree or higher
  • U.S. Citizen or permanent resident
  • Group 1, SIE, Series 7 and 66 licenses
  • Licenses are not a prerequisite for the interview, as assistance will be provided to obtain any necessary licenses.


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