Wealth Management Professional

2 days ago


New York, New York, United States Equitable Services Full time
About Our Wealth Management Associate Role

We are seeking a highly motivated and results-driven Financial Services Associate to join our team at Equitable Advisors. As a key member of our wealth management team, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.

Our team is committed to delivering exceptional customer experiences and building long-term relationships with our clients. We strive to create a positive impact on the lives of individuals and businesses by providing financial services and products that address their evolving financial needs.

As a Financial Services Associate, you will have the opportunity to develop your skills and knowledge in areas such as client relationship management, product knowledge, sales techniques, and market development. You will also have access to a full suite of remote-work technology solutions and participate in local and national development programs to further enhance your career.

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.

Key Responsibilities:

  • Develop and maintain strong client relationships to meet their financial needs
  • Stay up-to-date on industry trends and developments to provide informed advice to clients
  • Participate in local and national development programs to enhance skills and knowledge
  • Work collaboratively with colleagues to achieve team goals and objectives

Requirements:

  • Authorized to work in the United States
  • A four-year college degree or equivalent experience
  • Ability to pass required state licenses and FINRA Series 7 and 66 registrations
  • Results-driven, highly motivated, and self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures

We offer a competitive compensation package, including a potential sign-on payment, the opportunity to earn 100% of commissions generated during the Preliminary Employment Program, and eligibility to participate in comprehensive benefit plans, including medical insurance, 401(k) Plan, and Employee Stock Purchase Plan.


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