Wealth Management Associate

Equitable Advisors
US - North Carolina - Conover
May 16, 2024
Financial

We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals.
The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life.
We believe in teamwork, collaboration, and rewarding work.
That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.

With us, you will be a part of a recognized and respected company that offers:

Compensation you control and a complete benefits package
Personalized and comprehensive training and support in all areas important to building your business
Sponsorship as well as coaching to obtain the licensing required for hire
Ability to focus in numerous areas from being a Certified Financial Planner professional, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
Ability to work jointly with senior joint-work partners and to be coached by top performers
Advancement and management opportunities
A work-life balance and access to a full suite of remote-work technology solutions

You can build your career on your own terms.
No strict 9 to 5.
No one-track path.
No corporate ladder.
Our growing field force enjoys the flexibility and balance our company provides.
We believe success and maintaining a healthy lifestyle go hand-in-hand.

Responsibilities

As a Financial Professional, you will:

Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
Contact clients periodically to determine if there have been changes in their financial status.
Sell financial products and services including life insurance and annuities and investment options

What It Takes to Be an Equitable Advisors' Financial Professional

A four-year college degree is preferred but not required
Our ideal candidate is locally connected and looking to establish roots in their community
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Note - applicants must be authorized to work in the United States.

Read the full job description and apply online on the recuiter's web-site

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