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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 constructing rewarding futures anchored in our reliability, innovative offerings, and unwavering commitments to our clientele.
Role Overview
Equitable Advisors is in search of entrepreneurial-minded candidates to fill the position of Wealth Management Associate. In this capacity, you will:
- Evaluate financial data provided by clients to formulate strategies, financial products, and services aimed at achieving their financial goals.
- Establish and nurture a client portfolio, ensuring client plans remain current while continuously attracting new clients.
- Utilize Holistic Life Planning and Financial Planning methodologies to offer tailored recommendations and market suitable financial products and services, including life insurance, annuities, and investment alternatives (comprising both Equitable-manufactured offerings and other products accessible through our open-infrastructure platform).
Qualifications for Success
At Equitable Advisors, we recognize that a diverse range of backgrounds can lead to success. Our successful professionals come from various educational and professional experiences, including recent graduates, individuals seeking new career paths, and those already engaged in the financial services field who desire a more comprehensive platform. We are committed to fostering diverse talent and promoting an inclusive workplace.
- A four-year college degree is preferred but not mandatory.
- Attainment of state life and health licenses, SIE, FINRA Series 7, and 66 exams will be required (additional designations are advantageous).
- A results-oriented, highly motivated self-starter with integrity, a strong work ethic, and a passion for helping others secure 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 long-term relationships.
Benefits of Joining Equitable Advisors
- Competitive compensation structure and a comprehensive benefits package.
- Tailored and extensive training and support in all essential areas for business development.
- Assistance and coaching to achieve the necessary licensing for employment.
- Opportunities to specialize in various domains, from becoming a Certified Financial Planner to taking on roles as a junior or senior partner, or focusing on employee and executive benefits.
- Collaboration with senior joint-work partners and mentorship from top industry performers.
- Opportunities for advancement and management roles.
- A balanced work-life environment with access to a full suite of remote work technology solutions.
Training and Development
As a Wealth Management Associate, Equitable Advisors will support your pursuit of the required licensing, and our training curriculum is designed to equip you with the skills and tools necessary for success. Our training program encompasses various areas, including client management skills, sales techniques, market development, product knowledge, technology systems, and core practice management systems.
