Equitable Advisors - Management Job Description
At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a
Wealth Management Associate.
After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to becoming a vice president or district manager. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:
Development sessions
Advanced coaching from peers, managers and executive leadership
Leadership development school
Equitable Advisors' virtual university
Leadership meetings
Responsibilities
Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals
Ensuring compliance oversight and supervision
Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy
Requirements
With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
A four-year college degree
is preferred but not required
You 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 futures
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop marketsand sustain long-term relationships
Note -- applicants must be authorized to work in the United States.
Benefits
Compensation you control and a complete benefits package
Personalized and comprehensive training and support in all areas important to building your business
Sponsorship 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 focus
Ability to work jointly with senior joint-work partners and to be coached by top performers
Advancement and management opportunities
A work-life balance and access to a full suite of remote-work technology solutions
If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect!
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. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE- 3702629 (08/21) (Exp.07/24)
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