Wealth Management Associate
4 weeks ago
Company Overview
Equitable Advisors LLC is a leading financial services and insurance company dedicated to helping individuals build fulfilling futures. Our mission is to provide innovative strategies and exceptional client service, grounded in our stability and commitment to our clients.
Job Summary
We are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group. As a key member of our team, you will provide financial products and services to municipalities and their employees, while accelerating your own success.
Key Responsibilities
- Provide financial education and products to municipalities and their employees
- Develop and sustain long-term relationships with clients
- Meet or exceed sales targets and revenue goals
- Stay up-to-date with industry trends and regulatory requirements
Requirements
- Four-year college degree preferred but not required
- Obtain state Life and Health licenses and pass the FINRA SIE
- Obtain FINRA Series 7 and 66 registrations within 240 days of joining
- Results-driven, highly motivated, and self-starter with integrity and a strong work ethic
- Excellent interpersonal skills and communication abilities
Benefits
- Competitive compensation package with opportunities for advancement
- Paid training and sponsorship for licensing requirements
- Comprehensive benefit plans, including health insurance, 401(k) plan, and employee stock purchase plan
- Specializations available in various areas, including employee and executive benefits
What We Offer
- Personalized training and support in all areas important to building your business
- Advancement and management opportunities
- Work-life balance and access to remote-work technology solutions
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