Wealth Management Associate
📋 Role Overview & Responsibilities
AboutA pioneering force in the financial services industry, Equitable Advisors is committed to helping our clients secure their financial futures.If you're an entrepreneurial-minded individual and looking for a rewarding career, we invite you to apply for an opportunity to join one of the top teams in the industry as a Financial Advisor!
Key ResponsibilitiesCultivate and manage a client base, ensuring plans are up-to-date, and actively seek opportunities to expand clienteleAnalyze client financial information and goals to craft personalized strategiesEmploy a Holistic approach when providing comprehensive recommendations, offering a range of financial products including, but not limited to, investments, life insurance, and annuities
What It Takes to Be an Equitable Advisors’ Financial ProfessionalA four-year college degreeRequired to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams Results-driven, highly motivated self-starter with integrity and a strong work ethicTeam player with excellent interpersonal and communication skills, and high self-confidenceAbility to leverage past/present experiences and connections to develop markets and sustain long-term relationshipsApplicants must be authorized to work in the United States
Benefits of Joining UsPersonalized and comprehensive training, mentorship, and support in crucial areas for building your businessCompensation you control with a comprehensive benefits packageSponsorship and coaching for required licenses (FINRA SIE, Series 7, Series 66, & Life and Health Insurance)Opportunities for specialization, from Certified Financial Planner (CFP) professional to various collaboration rolesCollaboration with senior joint-work partners and coaching from top performersAdvancement and management opportunitiesWork-life balance and access to a full suite of remote-work technology solutions
How to Get Started: Apply through LinkedIn or via our Website (Click Here)
As a Financial Professional at Equitable Advisors, we sponsor your pursuit of licensing requirements. Our training curriculum is designed to equip you with the skills and tools needed for a successful career. Our program covers client management, sales skills, market development, product knowledge, technology systems, and core practice management systems. Join us and embark on a rewarding journey where your success is our priority.
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, LLC is an equal opportunity employer. M/F/D/V. AGE-6240212.1(2/24)(Exp.2/26)
Keywords: Series 7, FINRA, SIE, Sales Manager, Insurance Agent, Insurance Sales, Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representative, Business Development, Retirement, Financial Advisors
Frequently Asked Questions
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This position is located in Melville, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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