Wealth Management Sales Associate

Description
We’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:
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.
o Contact clients periodically to determine if there have been changes in their financial status.
o Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service

Individuals excel transitioning from many different professional backgrounds including:
o Sales
o Insurance
o Education
o Marketing
o Banking
o Management
o Coaching
o Athletics
o Brokerage
o Accounting

Job Requirements
o A four-year college degree is preferred but not required
o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
o 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
o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Benefits of working with us
• Competitive compensation package, which includes base pay, commissions and benefits
• 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 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


Note -- applicants must be authorized to work in the United States.


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-313702674 (8/21) (Exp.7/24)