Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Associate with Leadership Ambition

Full-time

Equitable Advisors

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.

Daily Activities may include

· Networking to discover new talent to grow your team

· Coaching from your experience & training to develop new Financial Professionals

· Collaborating with local leadership to strengthen values, mission and vision

· Committing to personal and district goals consistent with branch and company strategy

· Supervisory skills ensuring compliance and brand are met

· Fostering diverse talent and enabling an inclusive work environment

· Teambuilding through culture and events

Requirements

· Four-year college degree preferred but not required

· Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base

· Must, pass FINRA Series 24 exam prior to stepping into leadership

· Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

· Desire to help others plan for and protect their financial futures

· Knowledge of our products & services

· High degree of self-confidence but team first attitude

· Authorized to work in the United States

Training & Support

· Leadership Development School

· Equitable Advisors' Virtual University

· Columbia Holistic Financial Coach Program

· Sponsorship for FINRA licensing

· Working closely with top leadership thru 1:1 coaching

· Joint work and mentorship opportunities

· Personalized training and support in all areas important to building your business

· Opportunity to earn specialized designations such as Certified Financial Planner (CFP®)

Compensation & Benefits

· Unlimited earning potential and comprehensive benefit plans sponsored by the company: 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

· Work-life balance and access to a full suite of remote-work technology solutions

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE 8204370.1(7/25)(Exp7/29)

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate with Leadership Ambition in Tampa, FL vacancy
  • Securities portfolio manager Sequoia Financial Group is a growing Registered...  ...offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich...  ...enrich lives for generations. The Associate Wealth Advisor is a developmental... 
    Suggested
    Full time
    Contract work
    Work at office
    Immediate start

    Sequoia Financial Group

    Tampa, FL
    1 day ago
  • $180k - $355.5k

    Position Summary Associate VP, Network...  ...digital and AI-driven ambitions. We deliver network assessments...  ...team, you will engage with practitioners and professionals...  ...outcomes while managing client and stakeholder...  ...senior client leadership on technology strategy... 
    Suggested
    Local area

    Deloitte

    Tampa, FL
    4 days ago
  •  ...A leading wealth management in Tampa is looking to hire an Associate Financial Advisor. This position is ideal for someone...  ...get great exposure to all senior leadership. Day to day you will: Answer...  ...financial planning questions with Senior Lead Advisor supervision.... 
    Suggested
    Full time
    Work at office
    2 days per week
    1 day per week

    JCW Group

    Tampa, FL
    1 day ago
  •  ...Mutual (EIM) is seeking a detail-oriented Claims Associate to support the administration of EIM’s...  ...reinsurance reporting, and overall claim file management. In this role, you will work closely with Claims leadership, Claims Attorneys, Finance, Member Companies, reinsurers... 
    Suggested
    Full time
    Work at office
    Local area

    Energy Insurance Mutual

    Tampa, FL
    3 days ago
  •  ...Associate Strategic Client Executive Rx Solutions...  ...limitless possibilities. With offices across North America...  ...with its leadership, the Associate Strategic...  ...it relates to pharmacy management. The position will also...  ...with ethics, talent, and ambition who are interested in... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Night shift

    Mercer France

    Tampa, FL
    4 days ago
  • $171.5k - $307.5k

    Position Summary Associate Vice President, CCaaS & AI TransformationOur...  ...build deeper relationships with customers through innovative...  ..., creativity, and ongoing managed services to solve the biggest...  ..., methodologies, and thought leadership to strengthen Deloitte’s... 
    Work experience placement
    Local area

    Deloitte

    Tampa, FL
    3 days ago
  • $163.4k - $322.1k

     ...and shareholder value, along with operational effectiveness and efficiency. Deloitte Oracle Associate Vice Presidents help clients...  ...projects or workstreamsAbility to manage and prioritize multiple tasks...  ...to build new skills, take on leadership opportunities and connect and... 
    Immediate start
    Visa sponsorship

    Deloitte

    Tampa, FL
    3 days ago
  • $105k - $140k

     ...OverviewWe are seeking a Senior Associate, OpenText Developer to design...  ...Customer Communication Management (CCM) solutions using OpenText...  ...delivery channels. Working closely with business partners, architects...  ...standards.Provide technical leadership through mentoring junior... 
    Local area
    3 days per week

    New York Life Insurance Company

    Tampa, FL
    4 days ago
  •  ...Front Desk Associate- Hillsborough Club HERE WE GROW AGAIN! Are you...  ...hustle, and a winning mindset. With 90+ clubs open and 100+ more...  ...launchpad for career growth, leadership development, and personal success...  ...and is led by a veteran management team with over one hundred years... 
    Hourly pay
    Temporary work

    Crunch Fitness CR Fitness Holdings, LLC

    Tampa, FL
    5 days ago
  •  ...Senior Associate, Enterprise Portfolio Office Governance Execution...  ...innovative projects, collaborate with a dynamic and supportive team...  ...governance attention or leadership decisions. Partner with Portfolio...  ...: Ensure accountability, manage execution, and mitigate risk... 
    Work at office
    Remote work
    Flexible hours

    Dtcc

    Tampa, FL
    4 days ago
  •  ...currently initiating a search for an Associate Civil Engineer for the Mine...  ...be involved in projects with our US Mine Waste Team and be...  .... Assist with surface water management analysis and facility designPerform...  ...decisions. Capable self-leadership with attention to detail,... 
    Work at office
    Local area
    Flexible hours

    WSP Group

    Tampa, FL
    4 days ago
  •  ...Title: Associate Vice President (AVP) of Patient Access Schedule: Monday – Friday (Hours...  .... What You’ll Do Strategic Leadership: Oversee enterprise front-end functions...  ...coach high-performing leadership teams, manage multi-cost-center budgets, eliminate operational... 
    Monday to Friday

    Jobrapido

    Tampa, FL
    3 days ago
  •  ...Advisors (PEA) PEA is seeking an Associate Vice President of Clinical...  ...Solutions is responsible for managing the strategic relationships...  ..., to ensure operations align with broader business objectives,...  ...and connecting hospital leadership to the work of PEA while helping... 
    Local area
    Remote work
    Shift work
    Night shift

    Patient Engagement Advisors

    Tampa, FL
    3 days ago
  •  ...Commerce, and Outside Sales. You will gain hands-on experience through on-the-job training, e-learning, mentor-led sessions, and residency trips, with opportunities to present to our Executive Leadership team at the program's conclusion. #J-18808-Ljbffr World Electric Supply
    Rotational program

    World Electric Supply

    Tampa, FL
    3 days ago
  •  ...employing cutting‑edge technologies, management practices and strategic...  ...Responsibilities & Other The Associate General Counsel (Commercial &...  ..., this attorney will partner with leaders at every level, build...  ...expected to take on formal leadership responsibilities within the Legal... 
    Contract work
    Work experience placement
    Work at office
    Shift work

    KCI

    Tampa, FL
    5 days ago
  •  ...their careers and expertise with KPMG. Looking ahead, we anticipate...  ...number one priority. With a wealth of learning and career...  ...Specialist, Oracle GL/AP to join our Managed Services practice....  ...software engineers and technical leadership as part of a dynamic, distributed... 
    H1b
    Local area

    KPMG

    Tampa, FL
    2 days ago
  •  ...careers and expertise with KPMG. Looking ahead, we...  ...one priority. With a wealth of learning and career...  ...currently seeking a Senior Associate to join our Audit and...  ...learn from engagement managers and subject matter...  ...publication of thought leadership and service... 
    H1b
    Local area

    KPMG

    Tampa, FL
    2 days ago
  • $77k - $202k

     ...Description & SummaryThe OpportunityAs a Identity and Access Management Sr Associate you will focus on confirming secure and efficient access to...  ...insights, and professional judgment to deliver work that aligns with broader project goals. In this role at PwC, you will support... 
    Full time
    H1b

    PwC

    Tampa, FL
    3 days ago
  •  ...careers and expertise with KPMG. Looking ahead, we...  ...one priority. With a wealth of learning and career...  ...currently seeking a Senior Associate, Oracle HCM for our...  ...overseeing project management or planning activitiesCollaborate...  ...to engagement leadership and client... 
    Work experience placement
    H1b
    Local area

    KPMG

    Tampa, FL
    4 days ago
  • $107.64k - $217.81k

     ...careers and expertise with KPMG. Looking ahead, we...  ...number one priority. With a wealth of learning and career...  ...seeking a Sr. Associate, Cloud - GCP for our Consulting...  ....Architect and manage secure, reliable hybrid...  ...optimization.Provide technical leadership and mentorship to... 
    H1b
    Local area

    KPMG

    Tampa, FL
    4 days ago
  • $94.43k - $202.75k

     ...careers and expertise with KPMG. Looking ahead, we...  ...one priority. With a wealth of learning and career...  ...currently seeking a Sr. Associate, ServiceNow to join...  ...assigned by engagement leadership during project executionEvaluate...  ...of recent experience managing and maintaining large,... 
    H1b
    Local area

    KPMG

    Tampa, FL
    5 days ago
  • $72.1k - $118.8k

     ...there’s nowhere like RSM. The Resource Management Senior Associate at RSM will effectively fill resource...  ..., ensuring alignment of resources with the strategic plan, analyzing operational...  ...analysis of the data that assists leadership in making staffing decisions.... 
    Full time
    Temporary work
    Work experience placement
    Internship
    Work at office
    Local area

    RSM

    Tampa, FL
    4 days ago
  • $18 per hour

     ...T-Mobile Mobile Associate, Store-In-StoreAt T-Mobile,...  ...Employees enjoy multiple wealth-building opportunities...  .... They are obsessed with the connected world and...  ...or assets to your manager.Customer obsessed. You...  ...relationships with nearby leadership and teams to help... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T Mobile US

    Tampa, FL
    4 days ago
  •  ...Relationship Group within Wealth and Investment Management. This role is responsible...  ...supervision are in adherence with regulatory, compliance,...  ...WFCS) Financial Advisors and associated Brokerage locations. Learn...  ...reporting to Governance Leadership, Markets, and Division to... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start
    Home office

    Wells Fargo

    Tampa, FL
    3 days ago
  •  ...completion; routinely performs tasks involved in receiving, processing, and shipping goods. Under general supervision of the Ecommerce Manager, is responsible for all functions of accepting and processing goods through the ecommerce channel. Job Requirements: High school... 

    Goodwill

    Tampa, FL
    1 day ago
  •  ...their careers and expertise with KPMG. Looking ahead, we anticipate...  ...number one priority. With a wealth of learning and career...  ...Specialist Director, Service Management Office (SMO) - Cyber Engagement...  ...management, managed services, program leadership, or complex client delivery,... 
    Contract work
    H1b
    Work at office
    Local area

    KPMG

    Tampa, FL
    2 days ago
  •  ...Associate Account Executive Brooksource is a workforce solutions...  ...connects leading organizations with top technology talent and...  ...sales approach Develop and manage client relationships Generate...  ...required Internship, leadership, athletics, or customer-facing... 
    Summer work
    Internship
    Local area

    Eight Eleven Group

    Tampa, FL
    5 days ago
  •  ...Ogletree Deakins' Tampa, FL, office seeks an Associate to join our nationally recognized...  ...Occupational Safety and Health by Chambers USA, with more than 65 attorneys dedicated to the...  ...organizational skills; the ability to manage multiple priorities; a demonstrated interest... 
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    Ogletree Deakins

    Tampa, FL
    5 days ago
  •  ...vertically integrated real estate investment manager focused on acquiring, developing and...  ...74,440 beds currently owned or managed, with a pipeline of over 53,860 beds in various...  ...management or related fields. Demonstrated Leadership Skills. Proficient in Office Products... 
    Full time
    Work at office
    Flexible hours
    Shift work
    Afternoon shift

    Core Spaces, LLC

    Tampa, FL
    3 days ago
  •  .... We deliver tailored solutions, tested leadership, and trusted results to enable national...  ...HUMINT asset validation and HUMINT source management. Provide recommendations to the U.S....  ...related to the specific labor category with at least a portion of the experience within... 
    Contract work
    Work at office
    Worldwide

    SOSi

    Tampa, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Associate with Leadership Ambition. Be the first to apply!