Wealth Management Associate - Florida, United States - Equitable Advisors

Equitable Advisors Florida, United States

3 weeks ago

Description

We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.

With us, you will be a part of a recognized and respected company that offers:

Compensation you control and a complete benefits package
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 focus in numerous areas from being a Certified Financial Planner professional, 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 can build your career on your own terms. No strict 9 to 5. No one-track path. No corporate ladder. Our growing field force enjoys the flexibility and balance our company provides. We believe success and maintaining a healthy lifestyle go hand-in-hand.

Responsibilities

As a Financial Professional, you will:

Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
Contact clients periodically to determine if there have been changes in their financial status.
Sell financial products and services including life insurance and annuities and investment options

What It Takes to Be an Equitable Advisors' Financial Professional

A four-year college degree is preferred but not required
Our ideal candidate is locally connected and looking to establish roots in their community
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

Note -- applicants must be authorized to work in the United States.

Engineering Associate Manager

1 week ago

Lockheed Martin Florida, United States

Job Description · What We're Doing · Join Lockheed Martin's dynamic team working on the cutting edge of aerospace technology. We provide training systems for the world's most advanced aircraft, including the F-35 Joint Strike Fighter. · The Work · As an Integrated Engineering ...
Client Manager Associate

2 weeks ago

UNUM Group Florida, United States

Job Posting End Date: May 30 · When you join the team at Unum, you become part of an organization committed to helping you thrive. · Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's mome ...
Seasonal Forest and Park Supervisor I

2 weeks ago

DCR - Urban Parks & Recreation Florida, United States

**Position Information**: · - Location: Savoy Mtn. State Forest, Florida · - Start Date: 6/2/24 · End Date: 10/19/24 · **Please note, if you are selected for this position and will be working less than 90 days, the position will automatically revert to a short-term position.** · ...
Associate Attorney

6 days ago

neuco Florida, United States

In-House Associate Attorney | Melbourne, Florida · The Company · This Florida headquartered client has been providing global connectivity solutions for business and general aviation, military, government, and land mobile services for more than 25 years. They are industry pioneers ...
Marketing Associate

4 days ago

Insight Global Florida, United States

Must be Fluent in Hindi · Marketing Associate · A Marketing Associate is a professional who assists in planning and implementing marketing and advertising activities. They work to analyze market research, gather consumer behavior data, and create reports on marketing and sales me ...
Spiritual Care Coordinator

3 weeks ago

BayCare Health System Florida, United States

At BayCare, we are proud to be one of the largest employers in the Tampa Bay area. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the support of more than 30,000 tea ...
Corporate Associate Attorney

11 hours ago

ShuffieldLowman Florida, United States

Corporate Associate: · Shuffield, Lowman & Wilson, a full-service AV-Rated law firm, has immediate need in our Orlando office to join our corporate law and mergers and acquisitions team as associate, of counsel or partner. A book of business is preferred but not required. The suc ...
Public Relations Manager

3 weeks ago

CONCACAF Florida, United States

Position Title: Public Relations Manager · Department: Communications · Reports to: Director of Communications · Position based in: Miami, FL · COMPANY INFORMATION: · We are The Confederation of North, Central America and Caribbean Association Football, one of six continental co ...
Rental Manager

3 weeks ago

Northgate Mobile Ranch Florida, United States

Company Description · Northgate Mobile Home and RV Park is a family owned 55+ Adult Community. · Role Description · This is a full-time on-site role for a Rental Manager at Northgate Mobile Ranch located in the Titusville - Mims Area. The Rental Manager will be responsible for d ...
Senior Project Manager

4 days ago

Irving Knight Group Florida, United States

Job Title: Senior Project Manager - Municipal Wastewater · Salary: $140,000 - $180,00 (dependent on location and experience) · Irving Knight Group is partnered with a leading national engineering, science, and operations firm with a simple vision for clean, water, a safe environm ...
Litigation Associate

1 week ago

Evolve Workforce Solutions Florida, United States

Position: Insurance Associate · Location: Miami, FL · Evolve Workforce Solutions is excited to present a unique opportunity for a motivated and experienced Litigation Associate to join a leading AmLaw 100/v100 law firm in the Miami area. This position is ideal for individuals wit ...
Portfolio Management Strategy Coordinator

4 days ago

Huntington National Bank Florida, United States Full time

Description · Summary Promote consistent delivery of Huntington's investment philosophy and strategy across entire footprint via training, interaction, tasks (trading and other), etc. of Portfolio Managers and PM Analysts. Provide insights, client/prospect support for Portfolio ...
Assistant Property Manager

1 week ago

Stiles Florida, United States

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: · Assists and administers lease agreements · Maintains quality tenant relations and builds positive relationships with tenants via phone or email. Inspect properties when directed by Manager · Assists with implementatio ...
Pharmacy Technician

3 days ago

Jessie Trice Community Health System Florida, United States

Jessie Trice Community Health System is seeking a Pharmacy Technician will understand prescription orders and educate patients about their medications as needed. Candidate will be responding to the requests of patients and healthcare providers, answering their questions and refer ...
Family Law Attorney

6 days ago

Law Offices of Christina C. Alvarez, PLLC Florida, United States

Central Florida Firm Seeking a Spanish-Speaking · Family Law Associate Attorney · Company Overview: · Join our dynamic and growing law firm committed to providing compassionate and dedicated legal services to families in the Central Florida area. The firm is expanding and focuses ...
Globalization Program Manager

2 weeks ago

Zelis Florida, United States Full time

Position Overview · The Globalization Program Manager, Payments Optimization is responsible for the successful delivery of the globalization roadmap in accordance with long range plan (LRP) commitments and associated value targets. This highly strategic and visible initiative req ...
Client Services Coordinator

3 weeks ago

Champion Financial TEAM Florida, United States

Company Description · Comprehensive Financial Planning, Wealth Management and Insurance · Role Description · Although this is a remote role, the candidate must reside in South Florida (Palm Beach, Broward or Dade Counties) to enable face to face interaction with the Owner periodi ...
Product Owner

3 weeks ago

Harrison National Employment, LLC (Archwell Holdings, LLC) Florida, United States Direct Hire

Our client, a Mortgage Servicing Company, is seeking a remote Product Owner to join their growing team. · The Product Owner is responsible for the tactical implementation of the Product strategy. Will work closely with Product Managers, Business Analysts, Engineers and leadershi ...
Regional Sales Manager

3 weeks ago

Wright Flood - Nation's Largest Flood Insurance Company Florida, United States

The Regional Sales Manager is responsible for increasing sales in their respective territory of FL. The position includes and is not limited to building new agency relationships and maintaining current agency relationships with customers and clients. The position also includes ov ...
Associate Attorney

11 hours ago

Marshall Dennehey Florida, United States

Marshall Dennehey, P.C., a leading Am Law 200 civil defense law firm with over sixty years of continued service to our corporate, insurance, and individual clients, is seeking a Professional Liability attorney for its Ft. Lauderdale office with two (2) to five (5) years of legal ...