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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 who are interested in an entrepreneurial career within the financial services sector. Our team is particularly focused on candidates who possess strong interpersonal abilities essential for cultivating enduring client relationships, along with the analytical thinking and strategic planning skills 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 a fearless attitude towards new challenges. New financial professionals will thrive in a collaborative environment, making teamwork and a desire to work alongside others essential attributes.

What does the position 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 create impactful strategies and presentations that contribute to the long-term success of clients.

Why choose Equitable Advisors?

Training and Development: Financial professionals engage in continuous training designed to equip and empower them for successful careers. This program encompasses local and corporate-level training, peer accountability, and direct mentorship from experienced leaders, guiding 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 aim to develop a successful practice centered on outstanding client service, pursue 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 variety of benefits, including 401(k) plans with matching contributions, profit-sharing options, stock purchase plans for Equitable stock, and comprehensive medical, dental, and vision insurance. The compensation structure at Equitable Advisors is highly competitive, offering advisors significant growth potential.

Qualifications:

  • A Bachelor's degree or higher
  • U.S. Citizenship or permanent residency
  • Possession of Group 1, SIE, Series 7, and 66 licenses
  • Licenses are not required for the interview process, as assistance will be provided to obtain any necessary licenses.