Wealth Management Associate - Wellesley, MA; Portsmouth, NH; Warwick, RI (5215)

Equitable • Portsmouth, NH

52d • $33,400 • Onsite

About The Position

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Requirements

• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66
• values-driven with a track record of success and accomplishment
• excellent interpersonal and communication abilities with strong self-confidence
• entrepreneurial spirit with a desire to positively impact others' lives
• ability to work with and learn from top performers
• must be authorized to work in the United States

Nice To Haves

• Leadership Development School for those with management ambition
• encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Benefits

• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annually.
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
• health, dental and vision
• 401(k)
• Employee Stock Purchase Plan (ESPP)
• disability
• life Insurance
• Transportation Reimbursement Incentive Program (TRIP)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level