Wealth Management Associate

Equitable Advisors; Port Saint Lucie (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

A leading financial services firm in Port Saint Lucie, FL is seeking a Financial Professional to provide knowledgeable financial guidance and help clients achieve their financial goals. The role emphasizes building meaningful relationships, maintaining up-to-date client plans, and developing marketing strategies. Candidates must possess integrity, a strong work ethic, and a four-year college degree, along with required licenses. A comprehensive compensation and benefits package is offered, along with advancement opportunities.

Qualifications

• Must attain state life and health licenses, SIE, FINRA Series 7 and 66 exams.
• Ability to develop markets and sustain long-term relationships.
• Results-driven with a desire to help others.

Responsibilities

• Provide financial guidance and customize strategies for clients.
• Build and maintain a client base with up-to-date financial plans.
• Contact clients to assess changes in their financial status.
• Incorporate holistic financial planning strategies.

Skills

Knowledgeable financial guidance

Relationship building

Integrity

Work ethic

Self-motivation

Education

Four-year college degree

Job description

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 Port St Lucie, FL.

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.

Backgrounds

• 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

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.

Port St Lucie, FL $50,000.00-$80,000.00 6 days ago