Wealth Management Associate

Equitable Advisors - Williamsville, NY • Syracuse, NY

402d • $24,000 - $24,000

About The Position

The Wealth Management Associate position at Equitable Advisors is designed for individuals looking to start a career in financial services. This role focuses on helping clients secure their financial well-being through personalized financial strategies and products. Associates will receive comprehensive training and support to develop their skills in client relationship management, sales techniques, and market development, with opportunities for professional growth and leadership advancement.

Requirements

• Authorized to work in the United States.
• A four-year college degree is preferred but not required.
• Ability to obtain required state licenses and pass the SIE exam prior to onboarding.
• Pursuit of FINRA Series 7 and 66 registrations with company sponsorship.
• Results-driven, highly motivated self-starter with integrity and a strong work ethic.
• Excellent interpersonal and communication skills.

Nice To Haves

• Experience in sales or customer service roles.
• Previous financial services experience.

Responsibilities

• Assist clients in planning and protecting their financial futures.
• Develop and maintain long-term relationships with clients.
• Participate in training programs to enhance financial knowledge and sales skills.
• Engage in market development activities to attract new clients.
• Collaborate with team members to achieve common goals.

Benefits

• Medical insurance through company-sponsored Health Plan after 90 days.
• 401(k) Plan with company match.
• Employee Stock Purchase Plan (ESPP).
• Short- and Long-Term Disability Programs.
• Basic Group Life Insurance.
• Transportation Reimbursement Incentive Program (TRIP).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree