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Wealth Management Associate with Future Leadership Opportunity

Equitable Advisors

Wealth Management Associate with Future Leadership Opportunity Leaders are critical to the growth of an organization. Our management platform affords you the opportunity to have a large-scale impact and help guide others to find their personal success. Daily Activities Network to discover new talent to grow your team Coach and mentor new Financial Professionals Collaborate with local leadership to strengthen values, mission and vision Commit to personal and district goals consistent with branch and company strategy Supervise to ensure compliance and brand standards are met Foster diverse talent and enable an inclusive work environment Build team culture through events and team‑building activities Requirements Four‑year college degree preferred but not required Complete 12 months as entry‑level Financial Professional, meeting licensing requirements including State Life and Health, SIE, FINRA Series 7, 66 and a developed client base Pass FINRA Series 24 exam prior to stepping into leadership Ability to draw upon past and present experiences to develop markets and sustain long‑term relationships Desire to help others plan for and protect their financial futures Knowledge of our products and services High self‑confidence with a 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 Coaching from top leadership through 1:1 sessions 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®) Unlimited earning potential and comprehensive benefit plans: 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 About Equitable Advisors Equitable Advisors is a wealth‑management firm built by advisors for advisors. We are dedicated to diversity & inclusion and cultivate a culture that reflects those efforts. 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 is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr Equitable Advisors

Vacancy posted 3 days ago
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