Future Advisor Training Program
About The Position
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. In this training program, participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth Management, Financial Protection products and strategies, and Estate Planning strategies. Participants will have the opportunity to be involved in a variety of activities: Learning how to prepare for meetings with clients and prospective clients Learning the importance of, and how to prepare, presentations to clients and prospective clients Learning how to research client portfolios and the importance of such research in the role of a Financial Professionals Attending in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training Observing sales techniques to learn effective presentation skills Participants will also be provided training to enhance their learning experience, leveraging a combination of ‘self-paced’, virtual, and branch training in the following categories: Selling Skills Market Development Product Knowledge Practice Management
Requirements
- College students entering Junior or Senior year
- Ability to work up to 20 hours per week for a maximum of 8 weeks
- Business/Finance major or equivalent, as determined by the Executive Vice President in his/her sole discretion
- 3.0 or higher grade point average
- Desire to be in financial sales
- Actively involved in local community and exhibits leadership skills (e.g. fraternity/sorority involvement, sports teams, community service, campus clubs, associations, etc.)
- Must be driven, have an entrepreneurial spirit and be results-oriented
- Excellent oral and written communication skills
Responsibilities
- Learning how to prepare for meetings with clients and prospective clients
- Learning the importance of, and how to prepare, presentations to clients and prospective clients
- Learning how to research client portfolios and the importance of such research in the role of a Financial Professionals
- Attending in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training
- Observing sales techniques to learn effective presentation skills
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What This Job Offers
Job Type
Part-time
Career Level
Intern
Education Level
No Education Listed
