Wealth Management Associate

Equitable Advisors; Madison (WI); On-site; USD 120,000 - 230,000; Full time

Benefits offered by this job

Comprehensive benefits package

Personalized training and support

Work-life balance

Work-life balance

Remote-work tools

Job summary

A financial services firm is seeking a Vice President | Holistic Financial Professional to develop a team of financial advisors. This role involves providing customized financial strategies, building a client base, and incorporating holistic planning approaches. Candidates must be driven, motivated, and possess integrity. Opportunities for training and management advancement are available, along with a comprehensive benefits package.

Qualifications

• Required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams.
• Ability to develop markets and sustain long-term relationships.
• Highly motivated and results-driven.

Responsibilities

• Provide knowledgeable financial guidance and customized strategies.
• Build and maintain a client base.
• Contact clients to assess changes in their financial status.
• Incorporate holistic planning strategies.

Skills

Financial guidance

Client relationship management

Holistic life planning

Integrity

Self-starter

Job description

Vice President | Holistic Financial Professional | Mentor | Leader | Developing a team of financial professionals that help our clients achieve their goals

Overview

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

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:

• 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.

Individuals who excel at Equitable Advisors come from many different professional backgrounds including:

• Law
• Brokerage
• Accounting
• Banking
• Management

What it takes

• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (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

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.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.