Entry Level - Wealth Manager

Summary: Equitable Advisors is dedicated to making a positive impact in the lives of its clients. They are seeking an Entry Level Wealth Manager to build and nurture client relationships, develop financial strategies, and consult on products and services tailored to clients' needs. Responsibilities: - Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking - Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance - Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations - Location: In-office presence required - Work-Life Balance: Flexible schedule to maximize productivity and personal time Required Qualifications: - Bachelor's degree or equivalent skills and work experience - State Life & Health, SIE, Series 7, Series 66P licensing - Values-driven with a track record of success and accomplishment - Excellent interpersonal and communication abilities with strong self-confidence - Entrepreneurial spirit with a desire to positively impact others' lives - Ability to work with and learn from top performers - Must be authorized to work in the United States - In-office presence required Required Skills: State Life & Health License, SIE License, Series 7 License, Series 66 License, Financial Strategy Development, Portfolio Management Benefits: $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., Biweekly stable pay for up to your first 24 months as a financial professional, Eligible financial professionals can participate in our 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, as may be in effect from time to time., 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 mentorshipP, 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 C, Commissions and bonus, Wellness programs, Employee resource groups