Wealth Manager
Equitable Advisors LLC
Entry Level - Wealth Manager - KS, WichitaPrimary Location: UNITED STATES-KS-WichitaOrganizationEquitable 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 simple: 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 HighlightsClient Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingFinancial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceProduct and Service Consultation: Discuss financial products and services tailored to clients' unique situationsLocation: In-office presence requiredWork-Life Balance: Flexible schedule to maximize productivity and personal timeSkills & ExperienceEducation: Bachelor's degree or equivalent skills and work experienceLicensing: State Life & Health, SIE, Series 7, Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities with strong self-confidenceMindset: entrepreneurial spirit with a desire to positively impact others' livesCollaboration: ability to work with and learn from top performersWork Authorization: must be authorized to work in the United StatesTraining & DevelopmentFINRA Sponsorship: provided for required FINRA licensingPreliminary Employment Period (PEP): comprehensive 120-day hands-on trainingVirtual University: access to Equitable Advisors' Virtual University for continuous learningMentorship: opportunities for joint work and mentorshipPersonalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeedLeadership Development: access to Leadership Development School for those with management ambitionProfessional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach programCompensation & BenefitsSign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEPStable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth managementCommissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonusBenefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.Our Impact & CultureEquitable Advisors is committed to making a difference in the lives of its people and their 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," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
- ...Job Description - Entry Level - Wealth Manager - KS, Wichita (4014) (210000JA) Entry Level - Wealth Manager - KS, Wichita (4014) ( 210000JA ) Primary Location Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network...SuggestedWork experience placementWork at officeLocal areaFlexible hours
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$19 - $22 per hour
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$147.4k - $336.8k
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...with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in...Work experience placementSummer holidayFlexible hours- Careers with our Clients Through Forvis Mazars Executive Search Controller Our client, a growing professional services firm is seeking an experienced Controller to lead its accounting and financial operations. This is a highly visible leadership role that will partner ...Contract work
$110k - $150k
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- Financial Systems Analyst Location(s) Atlanta, Georgia | Auburn Hills, Michigan | Plano, Texas | Wichita, Kansas Company Koch Career Field Accounting & Finance Business Systems Analyst Location: Shanghai, Shanghai Job Number: 182351 Business System Analyst ...
$80k - $110k
...Working knowledge of JIB, revenue accounting, and financial reporting Strong organizational, analytical, and research skills Ability to manage competing priorities in a fast-moving environment Flexible, hands-on approach and willingness to assist wherever needed Comfortable...Work at officeFlexible hours- ...goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and...Full timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
- ...analysis, and structured documentation Strong analytical and problem-solving skills with attention to detail Ability to manage multiple priorities and meet deadlines in a dynamic environment Strong verbal and written communication and presentation skills...Full timeCurrently hiringWork at officeLocal areaFlexible hours
- ...Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...formulas, data analysis, and structured documentationStrong analytical and problem-solving skills with attention to detailAbility to manage multiple priorities and meet deadlines in a dynamic environmentStrong verbal and written communication and presentation...
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$50k
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...patients and/or physicians as requested Generate insurance verification and precertification reports daily and follow up with case management and insurance verification departments as appropriate Follows all guidelines set forth in the Cash Handling policy....Temporary workWork at officeMonday to FridayFlexible hours
- ...Wealth Advisor At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary... ...their goals. The Wealth Advisor is responsible for account management, business development, investment management, and consultative...Shift work
$61k - $119k
...holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at office- ...year-old Registered Investment Advisor serving 650+ households, managing $1B+ in assets, and delivering outstanding client service as a... ...years. Contribute to the next leg of growth in IMA Private Wealth, building your practice with the help of local and national resources...Temporary workInternshipPrivate practiceLocal areaFlexible hours
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