ENTRY-LEVEL WEALTH MANAGEMENT ASSOCIATE

Company: Equitable Advisors
Location: Houston
Posted on: November 11, 2024

Job Description:

Company OverviewEquitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 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. We believe in a holistic approach to financial planning that takes into account every facet of our clients' lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them. DescriptionWe're looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation's leading financial services firms. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:
Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.Provide information/education to clients about the purpose and details of financial products, services and strategies.Build and maintain client base, keep 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.Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Individuals who excel at Equitable Advisors come from many different professional backgrounds including:LawBrokerageBankingManagement Accounting Job RequirementsA four-year college degree is preferred but not requiredYou 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 futuresTeam player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidenceAbility 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.

Benefits of working with us
Competitive compensation package, which includes base pay, commissions and benefitsPersonalized and comprehensive training and support in all areas important to building your businessSponsorship as well as coaching to obtain the licensing required for hire.Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focusAbility to work jointly with senior joint-work partners and to be coached by top performersAdvancement and management opportunitiesA work-life balance and access to a full suite of remote-work technology solutions
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- 6572371.1 (4/24)(Exp.4/26)

Keywords: Equitable Advisors, The Woodlands , ENTRY-LEVEL WEALTH MANAGEMENT ASSOCIATE, Executive , Houston, Texas