Wealth Management Associate jobs in United States
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Equitable Advisors · 22 hours ago

Wealth Management Associate

positionBirmingham, AL
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Equitable Advisors is a financial services company that offers a career opportunity as a Wealth Management Associate in Birmingham, GA. The role focuses on building relationships and providing financial guidance to clients, along with maintaining and updating client financial plans.

Financial Services
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Growth OpportunitiesbadNo H1Bnote
Hiring Manager
Karan Chainani
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Responsibilities

Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
Contact clients periodically to determine if there have been changes in their financial status
Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services

Qualification

State lifeHealth licensesSIE licenseFINRA Series 7 licenseFINRA Series 66 licenseHolistic Life PlanningFinancial PlanningRelationship buildingSelf-starterIntegrityWork ethic

Required

A four-year college degree
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
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

Benefits

Compensation you control and a comprehensive benefits package for eligible individuals
Opportunity to work jointly with senior joint-work partners and to be coached by top performers
Personalized and comprehensive training and support in all areas important to building your business
A work-life balance and access to a full suite of remote-work technology solutions
Advancement and management opportunities

Company

Equitable Advisors

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Glassdoor3.9
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We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
people-size5001-10000 employees
web-link
https://equitable.com/about-us/careers/equitable-advisors

Funding

Current Stage
Late Stage

Leadership Team

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Christopher Moss
Chief Operating Officer
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David Carroll
Complex COO
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Company data provided by crunchbase