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    Entry Level Wealth Management - Dallas, United States - Equitable Advisors

    Equitable Advisors
    Equitable Advisors Dallas, United States

    2 weeks ago

    Equitable Advisors background
    Accounting / Finance
    Description

    At Lemnis Capital, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #LCElite program is an established management track designed to help accelerate your success within the program where you can join our 2-year management track and be on the path to becoming a vice president or district manager.

    As a Lemnis Capital Wealth Manager, you will:

    · Go through our Leadership Development, Management Development, and learn how to build a book of business

    · 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, keep 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

    · Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service

    · Sell financial products and services including life insurance, annuities and investment options

    · Begin the process of leading a team of Wealth Managers to help them achieve their goals

    Requirements

    With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.

    · A four-year college degree is preferred but not required

    · 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.

    Benefits

    · 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 specialize in numerous areas from being a Certified Financial Planner, 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

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

    Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE /21) (Exp.08/23)

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