Wealth Management Advisor

Equitable Advisors; Jacksonville (FL); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Health Plan (medical, dental, and vision insurance)

401(k) Plan with company match

Employee Stock Purchase Plan (ESPP)

Short- and Long-Term Disability Programs

Basic Group Life Insurance

Work-life balance and remote-work technology solutions

Job summary

A leading wealth management firm in Jacksonville offers an entry-level opportunity to grow your influence in finance. Candidates will network, coach new professionals, and collaborate with leadership to achieve branch goals. This full-time role requires relevant licenses and a strong desire to help others with their financial futures. Competitive benefits and extensive training are provided.

Qualifications

• Complete 12 months as entry level Financial Professional meeting requirements and have a developed client base.
• Must be licensed: State Life and Health, SIE, FINRA Series 7, 66, & 24 exams.
• Desire to help others plan for and protect their financial futures.
• Ability to draw upon past/present experiences to develop markets and sustain long-term client relationships.

Responsibilities

• Networking to discover new talent to grow your team.
• Coaching to develop new Financial Professionals.
• Collaborating with local leadership to strengthen values.
• Support district goals and branch performance.
• Ensure compliance with brand standards.
• Foster diversity and inclusive work environment.
• Build team culture through events and activities.

Skills

Networking

Coaching

Supervisory skills

Teambuilding

Self-confidence

Financial knowledge

Team motivation

Education

Four-year college degree preferred

12 months as entry level Financial Professional

Tools

FINRA licensing exams (SIE, 7, 66, 24)

State Life and Health licensing

Job description

Overview

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.

Daily Activities

• Networking to discover new talent to grow your team
• Coaching from your experience & training to develop new Financial Professionals
• Collaborating with local leadership to strengthen values, mission and vision
• Committing to personal and district goals consistent with branch and company strategy
• Supervisory skills ensuring compliance and brand are met
• Fostering diverse talent and enabling an inclusive work environment
• Teambuilding through culture and events

Requirements

• Four-year college degree preferred but not required
• Complete 12 months as entry level Financial Professional meeting requirements and have a developed client base
• Must be licensed: State Life and Health, SIE, FINRA Series 7, 66, & 24 exams
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Desire to help others plan for and protect their financial futures
• Knowledge of our products & services
• High degree of self-confidence but team first attitude
• Authorized to work in the United States

Training & Support

• Leadership Development School
• Equitable Advisors' Virtual University
• Columbia Holistic Financial Coach Program
• Sponsorship for FINRA licensing
• Working closely with top leadership thru 1:1 coaching
• Joint work and mentorship opportunities
• Personalized training and support in all areas important to building your business
• Opportunity to earn specialized designations such as Certified Financial Planner (CFP)
• Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
• Work-life balance and access to a full suite of remote-work technology solutions

About Equitable Advisors

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

Next steps

If you are looking to expand your scope of impact with the support of a leading wealth management firm, let's connect!

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance, Sales, and Management