-
Associate Engagement Manager
1 week ago
Quest Global Houston, United StatesCANDIDATE BRIEFING DOCUMENT · **Associate Engagement Manager - Energy, Exxon Mobil** · **About Quest Global** · We are Quest Global. We are in the business of engineering, but what we are really building is a brighter future. It is not just, what we do, but why we do it that make ...
-
Portfolio Association Manager
6 days ago
HOATalent Houston, United States**Who we are**: · At Graham Management we specialize in providing top-notch management services to homeowner associations, condominiums, and community-based organizations. We excel in delivering exceptional customer support, helping them achieve their goals and maintain thriving ...
-
Associate Account Manager
1 week ago
Clean Earth Houston, United States**Company Description**: · Clean Earth is one of the largest specialty waste companies in the United States providing remediation, disposal, recycling, and beneficial reuse solutions for contaminated soil, dredged material, and hazardous and non-hazardous waste. Our vast portfoli ...
-
Associate Sales Manager
6 days ago
Imperative Care Houston, United States**Job Title: Associate Sales Manager - Houston, TX** · **_Location_**_: This position is based in Houston, TX area and full time._ · **Why Imperative Care?** · Do you want to make a real impact on patients? Imperative Care is changing the way stroke is treated. As part of our tea ...
-
Associate Portfolio Manager
3 days ago
CBRE Houston, United States**Associate Portfolio Manager** · **Job ID** · **Posted** · - 13-May-2024**Service line** · - Advisory Segment**Role type** · - Full-time**Areas of Interest** · Capital Markets · **Location(s)** · Houston - Texas - United States of America · **About the role** · Responsible for p ...
-
Associate Brand Manager
6 days ago
Himalaya Wellness Sugar Land, United States**Department: Marketing** · **Job Classification: Exempt** · **Job Type: Full Time** · **Location: Houston, TX (Remote)** · **Summary** · Himalaya Wellness is seeking an Associate Brand Manager to join our brand team, to support our North American portfolio of products that inclu ...
-
Environmental Associate Project Manager
1 day ago
Kleinfelder Inc Houston, United States**Job Description**: · **Take Your Environmental Career to the Next Level** · Are you ready to be challenged, make a difference, and experience professional growth in your career? Kleinfelder's Environmental team is looking for you From environmental planning, permitting, remedia ...
-
Assistant Manager/sales Associate
3 days ago
Fish Gallery Houston, United StatesFish Gallery Houston is looking for one outgoing, personable assistant manager that has a passion for helping and connecting with customers to better care for their pets or add new pets into their homes. · Fish Gallery's goal is to bring new people into the aquarium keeping hobby ...
-
Lilly The Woodlands, United StatesAt Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover and bring life-changing medicines to those who need them, improve th ...
-
Finance Associate/manager
6 days ago
Essie Justice Group South Pasadena, United States**The Opportunity** · Essie Justice Group (Essie) is building grassroots power to dismantle the US incarceration system, the most egregious creator of racial and gender injustice of our time. **We are a loving and powerful community of women with incarcerated loved ones. **Our co ...
-
Associate Manager
1 week ago
J Houston, United States Full timeJob Summary · As an Associate Manager, you are a key member of the leadership team. You are responsible for supporting a profitable business--focusing on creating genuine connections that foster customer loyalty, love of the brand, and strong community engagement. You will provid ...
-
Portfolio Management Associate
1 week ago
TBG | The Bachrach Group Las Vegas Houston, United StatesExciting Opportunity: Portfolio Management Associate in Houston, Texas · Are you ready to take your career to new heights? Look no further The Bachrach Group has partnered with a prestigious company in the heart of Houston, Texas, and we're looking for a talented Portfolio Manag ...
-
Community Association Manager
1 week ago
RealManage Houston, United States Part timeOverview: · How would you like to work for a technology-based HOA management company that is growing rapidly, offers opportunities to advance your career, and has a company culture that truly supports its team members? We are a company that understands and appreciates your profe ...
-
Asset Management Associate
39 minutes ago
Macdonald & Company Houston, United StatesMacdonald & Co. are exclusively partnered with Endeavor Real Estate Group to appoint a Multifamily Asset Management Associate in Austin, TX. · THE OPPORTUNITY: · Endeavor Real Estate Group is seeking an internally motivated candidate to add immediate value by supporting its Asset ...
-
Portfolio Management Associate
4 days ago
TBG | The Bachrach Group Houston, United StatesPosition Summary: · Join a prominent private equity firm in Houston as a Portfolio Manager Associate responsible for overseeing portfolio analytics, risk management, and capital allocation across diverse sectors. Our client is currently not supporting any sponsorships. · Respons ...
-
Portfolio Management Associate
1 week ago
Korn Ferry Houston, United StatesKorn Ferry Professional Search has been engaged by our client in the Real Estate industry to identify a Portfolio Management Associate to join their team. · Opportunity Highlights: · Join a successful, active fund with activity in diverse real estate asset classes · Newly created ...
-
Associate Marketing Manager
6 days ago
Kona Brewing CO Houston, United StatesKona Brewing Hawaii · has an opening for a · Associate · Marketing Manager in Kailua Kona, Hawaii . The Associate Marketing Manager's primary role is to lead the company's social media efforts with added support for sponsorships, pub and brewery tour promotions. Occasional gra ...
-
Associate Brand Manager
6 days ago
Valyrian Enterprises, inc Houston, United StatesHave you been wanting to start a career in sales but unsure of where to begin? · At Valyrian Enterprises, our Entry Level Associate Brand Manager role will provide you with complete training and mentorship in communication and customer service while mastering an effective sales ...
-
Associate Project Manager
1 week ago
Leidos Houston, United States**Description** · Leidos Engineering has an opportunity for an **Associate Project Manager** in Houston, TX who will work alongside engineers and management within Leidos' Power Delivery Services (PDS) division. This position will be part of an established Project Management Offi ...
-
Associate Project Manager
2 days ago
Leidos Houston, United StatesDescription · Leidos Engineering has an opportunity for an Associate Project Manager in Houston, TX who will work alongside engineers and management within Leidos' Power Delivery Services (PDS) division. This position will be part of an established Project Management Office (PMO ...
Entry-Level Wealth Management Associate - Houston, United States - Equitable Advisors
Description
Are you interested in building a client network of high-net-worth individuals and becoming a high performing wealth manager and financial consultant in the one of the greatest cities in the world?
Apply with our team - We are a professional, competitive, and collaborative group of like-minded based in our flagship Houston office looking to revolutionize the industry. Our team is well-known for our outstanding professional development as well as the virtual white-glove service model we offer to clients all over the States
Company Overview
Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals- providing services of financial, retirement, estate planning strategies' asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.
We believe in a holistic approach to financial planning that takes into account every facet of our clients' lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.
What it takes to be an Equitable Advisors' Financial Professional
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
Description
We're looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation's leading financial services firms. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:
o Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
o Provide information/education to clients about the purpose and details of financial products, services and strategies.
o Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
o Contact clients periodically to determine if there have been changes in their financial status.
o Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
Individuals who excel at Equitable Advisors come from many different professional backgrounds including:
o Law
o Brokerage
o Banking
o Management
o Accounting
Job Requirements
o A four-year college degree is preferred but not required
o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
o 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
o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
o 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.
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)
