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Wealth Management - Entry Level

Equitable Advisors
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If you want to unlock your potential as a Wealth Management Advisor, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, Equitable is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.

 

What makes us unique?

As one of our Wealth Management Advisor, Equitable Advisors gives you the tools you need to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs. At Equitable, Wealth Management Advisor are provided:

  • Pairing with an experienced Wealth Management Advisors
  • Opportunities to earn income during certification
  • Personalized exam study plan
  • Exam Study support

 

Job Responsibilities:

  • Prospecting & networking with potential clients
  • Closing and executing transactions
  • Servicing existing clients
  • Analyzing and compiling presentations
  • Designing Asset map for clients
  • Training sessions that optimize professional development
  • Planner (CFP) designation

 

Required Skills:

  • generating reports
  • analytical skills
  • sales
  • entrepreneur
  • Communication verbal and written
  • Competitive
  • People-oriented
  • Adaptable/flexible
  • Goal-oriented

 

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance

 

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)