Entry Level- Wealth Management Associate

Equitable Advisors; Buffalo (NY); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Health, dental, and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Job summary

Equitable Advisors in Buffalo, NY, seeks enthusiastic professionals to build and nurture client relationships while developing personalized financial strategies. This role requires a strong presence in the office and offers extensive training and development opportunities.

The ideal candidate will possess a Bachelor's degree or equivalent experience and licenses such as Series 7 and 66. Benefits include health coverage and a supportive work environment focused on personal and professional growth.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Strong self-confidence and excellent interpersonal skills.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives to devise personalized strategies.
• Discuss tailored financial products and services.

Skills

Client Engagement

Financial Strategy Development

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor’s degree or equivalent

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

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 and provide recommendations.
• 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: local Vice President coaching throughout the journey.
• Leadership Development: access to Leadership Development School for managers.
• Professional Growth: encouragement to pursue professional designations such as CFP, ChFC, and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

Compensation

• Sign-On Payment: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company-sponsored FINRA licenses and registrations.
• Stable Pay: biweekly pay for up to the first 24 months, based on a 40-hour workweek with an annual base of $32,400.
• Commissions & Bonus: eligible to earn commissions and bonus in addition to Stable Pay.

Benefits

• Health, dental and vision.
• 401(k).
• Employee Stock Purchase Plan (ESPP).
• Disability, life insurance.
• Transportation Reimbursement Incentive Program (TRIP).
• Additional benefits subject to terms and conditions.

Equitable Advisors is an equal opportunity employer. M/F/D/V. GE-7814315.1.