Equitable Advisors is a respected wealth management firm with a proven track record in the industry. They are seeking a Wealth Management Associate to help clients secure their financial well-being and provide them with confidence to pursue fulfilling lives through tailored financial services and products.
Responsibilities
- Empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions
- Upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience
- Encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC)
- Provide management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School
Skills
- Applicants must be authorized to work in the United States
- We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
- We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding
- 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
- A four-year college degree is preferred but not required
Benefits
- Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable))
- 401(k) Plan with company match
- Employee Stock Purchase Plan (ESPP)
- Short- and Long-Term Disability Programs
- Basic Group Life Insurance
- Transportation Reimbursement Incentive Program (“TRIP”)
Company Overview
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. It was founded in undefined, and is headquartered in , with a workforce of 5001-10000 employees. Its website is https://equitable.com/about-us/careers/equitable-advisors.Company H1B Sponsorship
Equitable Advisors has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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