Wealth Management Leadership Program - Milwaukee, United States - Equitable Advisors

Equitable Advisors
Equitable Advisors
Verified Company
Milwaukee, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a _
Wealth Management Associate_.


After your first year as an Equitable Advisors Financial Professional, you can join our 2-year management track and be on the path to becoming a vice president or district manager.

Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:


  • Development sessions
  • Advanced coaching from peers, managers and executive leadership
  • Leadership development school
  • Equitable Advisors' virtual university
  • Leadership meetings

Responsibilities

  • Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and jointwork opportunities, fostering relationships with existing experienced financial professionals
  • Ensuring compliance oversight and supervision
  • Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy

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 fouryear 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)
  • 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

  • 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
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.07/24)


Pay:
$80, $100,000.00 per year


Benefits:


  • 401(k)
  • 401(k)
matching

  • Dental insurance
  • Health insurance
  • Health savings account
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pay

Weekly schedule:

  • Monday to Friday

Work setting:

  • Office
  • Remote

Application Question(s):

  • Are you entrepreneurial in spirit and comfortable with performancebased pay?
  • Will you now, or at any time in the future, require any sort of visa sponsorship for employment in the United States? (yes/no)

Education:


  • Bachelor's (required)

Work Location:
In person
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