Entry Level – Wealth Management Associate

Equitable Advisors; Atlanta (LA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Health plans

401(k) plan with company match

Employee Stock Purchase Plan (ESPP)

Disability programs

Work-life balance

Remote-work technology solutions

Job summary

Join a forward-thinking wealth management firm where you can make a meaningful impact on clients' financial futures. This role offers the opportunity to lead and mentor a team of aspiring financial professionals while fostering a culture of diversity and inclusion. With comprehensive training and support, you'll be equipped to develop your skills and expand your influence in the industry. Enjoy unlimited earning potential and a robust benefits package, including health plans and a 401(k) with company match. If you're passionate about helping others and ready to take your career to the next level, this is the perfect opportunity for you.

Qualifications

• Desire to help others plan for and protect their financial futures.
• Must be licensed in State Life and Health, SIE, FINRA Series 7, 66, & 24.

Responsibilities

• Networking to discover new talent to grow your team.
• Coaching and training to develop new Financial Professionals.
• Collaborating with local leadership to strengthen values.

Skills

Networking

Coaching

Relationship Management

Financial Planning

Team Building

Education

Four-year college degree

Tools

FINRA licensing

Columbia Holistic Financial Coach Program

Job description

Wealth Management Associate with Leadership Ambition

Be among the first 25 applicants.

Director of Recruiting seeking Southeast professionals with a desire to help others grow and protect their financial futures.

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies, and commitment to our clients.

Daily Activities may include:

• Networking to discover new talent to grow your team.
• Coaching from your experience & training to develop new Financial Professionals.
• Collaborating with local leadership to strengthen values, mission, and vision.
• Committing to personal and district goals consistent with branch and company strategy.
• Ensuring compliance and brand standards are met.
• Fostering diverse talent and enabling an inclusive work environment.
• Teambuilding through culture and events.

Requirements:

• Four-year college degree preferred but not required.
• Complete 12 months as an entry-level Financial Professional meeting requirements and having a developed client base.
• Must be licensed: State Life and Health, SIE, FINRA Series 7, 66, & 24 exams.
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
• Desire to help others plan for and protect their financial futures.
• Knowledge of our products & services.
• High degree of self-confidence with a team-first attitude.
• Authorized to work in the United States.

Training & Support:

• Leadership Development School.
• Equitable Advisors' Virtual University.
• Columbia Holistic Financial Coach Program.
• Sponsorship for FINRA licensing.
• Working closely with top leadership through 1:1 coaching.
• Joint work and mentorship opportunities.
• Personalized training and support in all areas important to building your business.
• Opportunity to earn specialized designations such as Certified Financial Planner (CFP).
• Unlimited earning potential and comprehensive benefit plans sponsored by the company including health plans, 401(k) plan with company match, Employee Stock Purchase Plan (ESPP), and disability programs.
• Work-life balance and access to a full suite of remote-work technology solutions.

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

If you are looking to expand your scope of impact with the support of a leading wealth management firm, let's connect!

Equitable Advisors, LLC, member FINRA, SIPC, and affiliate, Equitable Network, LLC, is an equal opportunity employer. M/F/D/V.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Business Development, Sales, and Training

Industries

Financial Services and Insurance