Remote Wealth Management Associate: Training & Licensing

Equitable Advisors; Hoboken (NJ); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health and Dental Coverage

Vision Care Coverage

401(k) Plan with Company Match

Employee Stock Purchase Plan

Short- and Long-Term Disability Programs

Basic Group Life Insurance

Transportation Reimbursement Incentive Program

Job summary

An established industry player is seeking motivated individuals to join their team as Financial Professionals. This exciting entry-level role offers comprehensive training and support, empowering you to help clients achieve their financial goals. With a focus on diversity and inclusion, you will be part of a dynamic environment that values your contributions. Enjoy the flexibility of work-life balance while pursuing professional designations such as CFP and ChFC. If you're ready to make a positive impact on people's financial futures and grow your career in a supportive setting, this opportunity is perfect for you.

Qualifications

• Entry-level position with training in financial services and client management.
• Opportunities for professional designations and leadership development.

Responsibilities

• Assist clients in securing their financial well-being through tailored services.
• Participate in training programs to enhance financial knowledge and skills.

Skills

Client Relationship Management

Product Knowledge

Market Development

Networking

Entrepreneurial Mindset

Education

Bachelor's Degree

CERTIFIED FINANCIAL PLANNER (CFP)

Chartered Financial Consultant (ChFC)

Tools

Remote-work Technology Solutions

Job description

An established industry player is seeking motivated individuals to join their team as Financial Professionals. This exciting entry-level role offers comprehensive training and support, empowering you to help clients achieve their financial goals. With a focus on diversity and inclusion, you will be part of a dynamic environment that values your contributions. Enjoy the flexibility of work-life balance while pursuing professional designations such as CFP and ChFC. If you're ready to make a positive impact on people's financial futures and grow your career in a supportive setting, this opportunity is perfect for you.