Wealth Management Associate

Equitable Advisors; Georgia; Hybrid; USD 55,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits package

Opportunity for advancement

Remote work technology solutions

Personalized training and support

Job summary

A leading financial services firm is seeking a Financial Professional in Georgia to provide knowledgeable financial guidance and build relationships with clients. The role requires a four-year degree and relevant licenses. Successful candidates will be self-motivated with a strong work ethic. This position offers flexibility in compensation and a robust benefits package. Join a dynamic team and make a meaningful impact in clients' financial lives.

Qualifications

• A four-year college degree is required.
• Attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses.
• Results-driven and self-motivated individual.

Responsibilities

• Provide knowledgeable and objective financial guidance to clients.
• Build and maintain a client base with up-to-date plans.
• Contact clients to assess changes in financial status.
• Incorporate financial strategies and sell relevant products.

Skills

Financial guidance

Client relationship management

Holistic Life Planning

Financial Planning strategies

Integrity

Strong work ethic

Education

Four-year college degree

Tools

FINRA licenses

Job description

Overview

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in our Georgia Alabama Gulf Coast Branch.

The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.

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
• 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

Qualifications

• A four-year college degree
• State life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)

Benefits and compensation

• 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

You can build your career on your own terms. No one-track path.

Note — applicants must be authorized to work in the United States.

Equal Opportunity Employers M/F/D/V.

Employment type

• Full-time

Job function

• Finance and Sales