Wealth Management Associate

job
  • Equitable Advisors
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Job Summary
Location
Melville ,NY
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
09 Feb 2025
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Job Description

The Wealth Management 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. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.


Responsibilities

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:


  • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
  • 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.
  • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.


What it takes A four-year college degree

  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  • 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

Benefits and compensation

  • Compensation you control and a comprehensive benefits package for eligible individuals
  • Opportunity to work jointly with senior joint-work partners and to be coached by top performers
  • Personalized and comprehensive training and support in all areas important to building your business
  • A work-life balance and access to a full suite of remote-work technology solutions

Advancement and management opportunities


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 is an Equal Opportunity Employer M/F/D/V. GE-3702617 (08/21) (Exp. 08/23)

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