Equitable Advisors- Entry Level Financial Advisor Leadership Program
Are you interested in building your own client network of clients within a team-based atmosphere and becoming a high performing wealth manager and financial consultant? Are you also interested in an accelerated leadership journey within your career?
Apply with our team- We are a young, competitive, and collaborative group of like-minded millennials based in our Jacksonville, FL office. We are well-known for our targeted approach to client acquisition and focus on rapid professional growth.
Responsibilities
o Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
o Provide information/education to clients about the purpose and details of financial products, services and strategies.
o Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
· 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
· 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 markets and 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.08/24)
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