Wealth Management Associate - Bala-Cynwyd, United States - Karr Barth Associates - Equitable Advisors

Description

With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management Associate.


In that role, 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 a client base, keep client plans uptodate and acquire new clients on an ongoing basis
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitablemanufactured products and other products available through our openinfrastructure platform)

What it takes to be an Equitable Advisors' Wealth Management Associate

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 fouryear college degree is preferred but not required
• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 63 exams (other designations a plus)
• Resultsdriven, highly motivated, selfstarter 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 selfconfidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain longterm relationships

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

Benefits of working with us

• 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 jointwork partners and to be coached by top performers
• Advancement and management opportunities
• A worklife balance and access to a full suite of remotework technology solutions

To get started as a Wealth Management Associate, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed.

Our training program consists of training across numerous areas:
client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.

Our Vision

Our strategy begins and ends with our customers' needs, goals and aspirations. We seek to provide long-term relationships and emphasize guidance, technology and performance to deliver customized strategies to consumers.

Our thinking is vast, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis.

Our People

Our Training Program

At Equitable Advisors, we consider extensive, lifelong training to be one of our key competitive advantages. We're committed to acquiring and leveraging every bit of intelligence available to grow the company.

New Wealth Management Associates focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER professional (CFP) and Chartered Financial Consultant (ChFC).

Certified Financial Planner Board of Standards, Inc.

owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Our Compensation Program

Let's face it. You can't attract quality people with a second-best compensation package.

As an Equitable Advisors Wealth Management Associate, you'll have operational flexibility while being backed by the vast resources and marketing experience of one of the world's premier financial service organizations.

If selected, you'll have access to a competitive compensation package that consists of a base pay or fu