Wealth Management Associate

Equitable

Port Saint Lucie (FL)

On-site

USD 42,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Tuition assistance

Child care support

Job summary

A financial services firm is seeking motivated individuals for the Financial Professional role in Port Saint Lucie, Florida. This entry-level position focuses on building client relationships and providing financial advice to enhance clients' financial well-being. Ideal candidates should have a four-year college degree and the drive to succeed in a sales environment. A comprehensive benefits package and personalized training will be provided.

Qualifications

Must attain state life and health licenses, SIE, FINRA Series 7 and 66 exams.
Ability to build and sustain relationships with clients.
Comfortable working in sales and finance environments.

Responsibilities

Provide financial guidance and customized strategies to clients.
Build and maintain a client base while acquiring new clients.
Incorporate holistic financial planning strategies.
Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services

Skills

Integrity

Self-motivation

Client relationship management

Results-driven approach

Education

Four-year college degree

Tools

Financial products

Remote-work technology solutions

FINRA Series 66

State life and health licenses

Job description

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Direct message the job poster from Equitable

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 {insert location}.

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

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

Law
Brokerage
Accounting
Banking
Management
What it takes A four-year college degree
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.

GE- 7221523.1 (10/24) (Exp.10/26)

Seniority level