Entry Level - Wealth Manager at Equitable… · San…

Summary: Equitable Advisors is dedicated to helping clients achieve meaningful financial wellness through relationships with financial professionals across the United States. The Entry Level Wealth Manager will build client relationships, develop personalized financial strategies, and consult on financial products and services while completing licensing and training.

Responsibilities:
- Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Discuss financial products and services tailored to clients' unique situations
- In-office presence required
- Flexible schedule to maximize productivity and personal time

Required Qualifications:
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66P
- 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

Required Skills: State Life & Health License, SIE, Series 7, Series 66P, Portfolio Management, Financial Strategy Development, Risk Tolerance Assessment, Financial Products and Services

Benefits: Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., Eligible financial professionals can participate in comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program., 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: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, Leadership Development: access to Leadership Development School for those with management ambition, Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program, Flexible schedule to maximize productivity and personal time, Wellness programs and employee resource groups, “Equitable Excellence,” which awards 200 college scholarships annually