Wealth Management Associate

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.