Entry Level - Wealth Manager - NJ, Secaucus (3257)

Equitable; Secaucus (NJ); On-site; USD 50,000 - 100,000; Full time

Job summary

An established industry player in wealth management is seeking motivated individuals to join their team. This role offers a unique opportunity to assist clients in securing their financial future through personalized services while fostering long-term relationships. With a strong emphasis on professional growth, the company provides access to leadership development programs and support for obtaining essential financial certifications. You will be part of a dynamic environment that values community involvement and offers a flexible work-life balance. If you are driven, eager to learn, and passionate about making a positive impact, this position is perfect for you.

Benefits

Comprehensive Benefits Package

Career Advancement Opportunities

Flexible Work-Life Balance

Support for Professional Designations

Community Involvement Programs

Remote-Work Technology Solutions

Qualifications

• Demonstrated success patterns and an entrepreneurial mindset are essential.
• Commitment to continuous education and willingness to pursue licensing.

Responsibilities

• Assist clients with tailored financial services for their well-being.
• Engage in market development and client relationship management.

Skills

Entrepreneurial Mindset

Networking Skills

Client Relationship Management

Commitment to Continuous Education

Community Engagement

Education

FINRA Licensing

Advanced Financial Certifications

Tools

Remote-Work Technology Solutions

Job description

Employer Industry: Wealth Management

Why consider this job opportunity:

1. Comprehensive benefits package including health, dental, and vision coverage
2. Opportunity for career advancement through leadership development programs
3. Flexible work-life balance to support personal authenticity
4. Support for professional designations such as CFP and ChFC
5. Engaging community involvement through programs like “1,000 Hours of Giving Back”
6. Access to remote-work technology solutions for enhanced productivity

What to Expect (Job Responsibilities):

1. Assist clients in securing their financial well-being through tailored financial services and products
2. Engage in client relationship management and market development activities
3. Participate in local and national development programs to enhance skills
4. Navigate licensing requirements with employer-sponsored training and support
5. Foster long-term relationships with clients to deliver customized financial strategies

What is Required (Qualifications):

1. Demonstrated patterns of success and an entrepreneurial mindset
2. Ability to network effectively within diverse communities
3. Commitment to continuous education and skill enhancement
4. Must be willing to pursue FINRA licensing requirements
5. Openness to participate in DEI initiatives and community engagement programs

How to Stand Out (Preferred Qualifications):

1. Experience in financial services or a related field
2. Previous involvement in community service or social impact initiatives
3. Interest in pursuing advanced financial certifications
4. Background in client relationship management or sales
5. Familiarity with remote-work technology solutions