Equitable Advisors
Entry Level - Wealth Manager
Equitable Advisors, Walnut Creek, California, United States, 94598
Overview
Senior Vice President at Equitable Advisors Equitable Advisors
is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement:
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
Financial Strategy Development:
Understand clients\' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
Product and Service Consultation:
Discuss financial products and services tailored to clients\' unique situations.
Location:
In-office presence required.
Work-Life Balance:
Flexible schedule to maximize productivity and personal time.
Skills & Experience
Education:
Bachelor\'s degree or equivalent skills and work experience.
Licensing:
State Life & Health, SIE, Series 7, Series 66.
Personal Attributes:
Values-driven with a track record of success and accomplishment.
Communication Skills:
Excellent interpersonal and communication abilities with strong self-confidence.
Mindset:
Entrepreneurial spirit with a desire to positively impact others\' lives.
Collaboration:
Ability to work with and learn from top performers.
Work Authorization:
Must be authorized to work in the United States.
Training & Development
FINRA Sponsorship:
Provided for required FINRA licensing.
Preliminary Employment Period (PEP):
Comprehensive 120-day hands-on training.
Virtual University:
Access to Equitable Advisors\' Virtual University for continuous learning.
Mentorship:
Opportunities for joint work and mentorship.
Personalized Coaching:
Guidance from a local Vice President to help you succeed.
Leadership Development:
Access to Leadership Development School for management ambition.
Professional Growth:
Encouragement to pursue professional designations such as CFP, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach program.
Sign-On Payment Eligibility:
$250-$1,000 after signing the PEP agreement, based on a 120-day timeline for completion of licenses/registrations.
Stable Pay:
After completing PEP, eligible for biweekly stable pay for up to 24 months with an initial framework of $39,000 annually, based on a 40-hour workweek.
Commissions & Bonus:
Eligible to earn commissions and bonus in addition to stable pay.
Benefits Eligibility:
Eligible to participate in health, dental, vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement programs, subject to plan terms.
Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like 1,000 Hours of Giving Back and Equitable Excellence, which awards college scholarships annually. We aim for a workplace culture dedicated to social impact and community engagement.
Additional Information Equitable Advisors, LLC, member FINRA, SIPC. Equal opportunity employer. M/F/D/V.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time.
#J-18808-Ljbffr
Senior Vice President at Equitable Advisors Equitable Advisors
is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement:
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
Financial Strategy Development:
Understand clients\' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
Product and Service Consultation:
Discuss financial products and services tailored to clients\' unique situations.
Location:
In-office presence required.
Work-Life Balance:
Flexible schedule to maximize productivity and personal time.
Skills & Experience
Education:
Bachelor\'s degree or equivalent skills and work experience.
Licensing:
State Life & Health, SIE, Series 7, Series 66.
Personal Attributes:
Values-driven with a track record of success and accomplishment.
Communication Skills:
Excellent interpersonal and communication abilities with strong self-confidence.
Mindset:
Entrepreneurial spirit with a desire to positively impact others\' lives.
Collaboration:
Ability to work with and learn from top performers.
Work Authorization:
Must be authorized to work in the United States.
Training & Development
FINRA Sponsorship:
Provided for required FINRA licensing.
Preliminary Employment Period (PEP):
Comprehensive 120-day hands-on training.
Virtual University:
Access to Equitable Advisors\' Virtual University for continuous learning.
Mentorship:
Opportunities for joint work and mentorship.
Personalized Coaching:
Guidance from a local Vice President to help you succeed.
Leadership Development:
Access to Leadership Development School for management ambition.
Professional Growth:
Encouragement to pursue professional designations such as CFP, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach program.
Sign-On Payment Eligibility:
$250-$1,000 after signing the PEP agreement, based on a 120-day timeline for completion of licenses/registrations.
Stable Pay:
After completing PEP, eligible for biweekly stable pay for up to 24 months with an initial framework of $39,000 annually, based on a 40-hour workweek.
Commissions & Bonus:
Eligible to earn commissions and bonus in addition to stable pay.
Benefits Eligibility:
Eligible to participate in health, dental, vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement programs, subject to plan terms.
Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like 1,000 Hours of Giving Back and Equitable Excellence, which awards college scholarships annually. We aim for a workplace culture dedicated to social impact and community engagement.
Additional Information Equitable Advisors, LLC, member FINRA, SIPC. Equal opportunity employer. M/F/D/V.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time.
#J-18808-Ljbffr