Wealth Management Associate - Entry Level

Equitable Advisors

Toms River (NJ)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation package

Personalized training and support

Advancement opportunities

Work-life balance

Job summary

A financial services firm in Toms River, NJ seeks an entry-level Wealth Management Associate. The role involves helping community service employees with financial planning and requires a passion for helping others. Applicants should be motivated self-starters capable of building relationships. Full-time opportunities with comprehensive training and support are available.

Qualifications

Ability to attain state life and health licenses.
Required to pass SIE, FINRA Series 7 and 66 exams.
Integrity and strong work ethic are essential.

Responsibilities

Provide financial products and services to community service workers.
Assist clients in planning and protecting their financial futures.
Build and sustain long-term relationships.

Skills

Results-driven

Self-starter

Team player

Interpersonal skills

Communication abilities

Education

Four-year college degree preferred

Job description

Wealth Management Associate - Entry Level

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VP, Financial Advisor with Equitable Advisors

Equitable Advisors- Retirement Benefits Group Job Description

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional.

People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG).

As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:

Teachers

School administrators

Municipality employees

What it takes to be an Equitable Advisors’ Financial Professional

With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.

A four-year college degree is preferred but not required

You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

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

Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Benefits of working with us

Competitive compensation package, which includes base pay, commissions and benefits

Personalized and comprehensive training and support in all areas important to building your business

Sponsorship as well as coaching to obtain the licensing required for hire

Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus

Ability to work jointly with senior joint-work partners and to be coached by top performers

Advancement and management opportunities

A work-life balance and access to a full suite of remote-work technology solutions

You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

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.) are Equal Opportunity Employers M/F/D/V. GE- 6572371.1 (4/24)(Exp.4/26)

Seniority level