Wealth Management Associate with Future Leadership Opportunity
Equitable AdvisorsHighlight
Summary
About the Role
About You
- Four-year college degree preferred but not required.
- Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base.
- Must pass FINRA Series 24 exam prior to stepping into leadership.
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
- Desire to help others plan for and protect their financial futures.
- Knowledge of our products & services.
- High degree of self-confidence but team first attitude.
- Authorized to work in the United States.
- Experience in leadership roles within financial services.
- Strong communication and interpersonal skills.
Benefits
- Unlimited earning potential and comprehensive benefit plans including medical, dental, and vision insurance.
- 401(k) Plan with company match.
- Employee Stock Purchase Plan (ESPP).
- Short- and Long-Term Disability Programs.
- Basic Group Life Insurance.
- Work-life balance and access to remote-work technology solutions.
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to socialmedia@equitable.com. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)