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Financial Services Associate

2 months ago

Austin, Texas, United States Equitable Advisors Full time

Who are we seeking?

We are in search of engaging, intelligent, and driven individuals looking for an entrepreneurial opportunity within the financial services sector. Our team is particularly interested in candidates who possess strong interpersonal skills essential for cultivating enduring client relationships, alongside the analytical thinking and strategic planning capabilities required to assist 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 demonstrate a strong work ethic, a willingness to learn, and the courage to tackle new challenges. As this role thrives in a collaborative environment, the ability and eagerness to work effectively with others is imperative.

What does the role entail?

As a financial professional at Equitable Advisors, you will have the chance to establish a practice focused on aiding individuals in achieving their financial aspirations, safeguarding their families, and ensuring a dignified retirement. Daily responsibilities will include reaching out to prospective clients, conducting meetings with clients, and collaborating with the analyst team to devise 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 designed to equip and empower them to realize their full potential in this career. This comprehensive program encompasses local and corporate-level training, peer accountability, and direct mentorship from leaders who guide new professionals along their career paths.

Growth Opportunities: Individuals will have the chance to explore diverse career paths within a culture that promotes internal advancement. Financial professionals may aspire to develop a successful practice centered on exceptional client service, pursue managerial roles through local or corporate avenues, or even establish their own brand as a financial professional.

Compensation and Benefits: Financial professionals at Equitable Advisors enjoy access to a variety 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, providing advisors with 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 that are not already held