Entry Level- Wealth Management Associate

Role Highlights

• Client Engagement:
  Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development:
  Understand clients' financial objectives and risk tolerance to devise personalized strategies and provide recommendations.
• Product and Service Consultation:
  Discuss financial products and services tailored to clients' unique situations.
• Location:
  
  In office presence required.
• Work-Life Balance:
  Flexible schedule to maximize productivity and personal time.

• Education:
  
  Bachelor’s degree or equivalent skills and work experience.
• Licensing:
  State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success and accomplishment.
• Communication
  
  Skills:
  
  excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration:
  
  ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

• FINRA Sponsorship: provided for required FINRA licensing.
• Preliminary Employment Period (PEP): comprehensive 120-day hands-on training.
• Virtual University: access to Equitable Advisors Virtual University for continuous learning.
• Mentorship: opportunities for joint work and mentorship.
• Personalized
  
  Coaching:
  
  local Vice President coaching throughout the journey.
• Leadership Development: access to Leadership Development School for managers.
• Professional Growth: encouragement to pursue professional designations such as CFP, ChFC, and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

• Sign-On Payment: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company-sponsored FINRA licenses and registrations.
• Stable Pay: biweekly pay for up to the first 24 months, based on a 40-hour workweek with an annual base of $32,400.
• Commissions & Bonus: eligible to earn commissions and bonus in addition to Stable Pay.

• Health, dental and vision.
• 401(k).
• Employee Stock Purchase Plan (ESPP).
• Disability, life insurance.
• Transportation Reimbursement Incentive Program (TRIP).
• Additional benefits subject to terms and conditions.

Equitable Advisors is an equal opportunity employer. M/F/D/V. GE-7814315.1.