-
Internal Wholesaler- Mutual Funds
4 days ago
Equitable Services Charlotte, United StatesInternal Wholesaler- Mutual Funds · **Primary Location** : UNITED STATES-NC-Charlotte · **Organization** : Equitable · **Schedule** : Full-time · **Description** · At Equitable, our power is in our people. · We're individuals from different cultures and backgrounds. Those differ ...
-
Internal Wholesaler- Mutual Funds
4 days ago
AXA Equitable Holdings,Inc, Charlotte, United StatesAt Equitable, our power is in our people. · We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of work ...
-
Internal Wholesaler- Mutual Funds
2 weeks ago
Equitable Services Charlotte, United StatesAt Equitable, our power is in our people. · We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of wor ...
-
Entry Level Mutual Fund Internal Wholesaler
1 week ago
Equitable Holdings Charlotte, United StatesAt Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, Internal, Mutual Fund, Compens ...
-
Entry Level Mutual Fund Internal Wholesaler
1 week ago
AXA Equitable Holdings,Inc, Charlotte, United StatesAt Equitable, our power is in our people. · We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of wor ...
-
Mutual Fund Trader
1 week ago
LPL Financial Holdings, Inc. Fort Mill, United StatesAre you looking to join a growing team with ample opportunities? Do you enjoy working on a team where we all help each other succeed? Do you like learning new skills, problem solving and providing great service? Well grab this bull by the horns and look no further As a longstandi ...
-
Entry Level Mutual Fund Internal Wholesaler
1 week ago
Equitable Charlotte, United States Paid WorkEntry Level Mutual Fund Internal Wholesaler (Strong Compensation Package BK ) · Primary Location : UNITED STATES-NC-Charlotte · Organization : Equitable · Schedule : Full-time · Description · At Equitable, our power is in our people. · We're individuals from different cultures an ...
-
Lincoln Financial Group Charlotte, United StatesAlternate Locations: Fort Wayne, IN (Indiana); Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania); Work from Home · Work Arrangement: · Hybrid/Common Days+ : Work 2-3 days a week in a Lincol ...
-
Compliance Director
1 week ago
Larson Maddox Charlotte, United StatesWe are currently partnered with a leading asset management firm looking to add a Compliance Director to their growing team. · As the Compliance Director for Asset Management, you will play a crucial role in ensuring that their firm operates in full compliance with relevant laws, ...
-
Senior Legal Counsel
1 week ago
Guardian Capital Group Charlotte, United StatesJOB TITLE: Senior Legal Counsel · DEPARTMENT: Legal, Sterling Capital Management LLC ("Sterling") · REPORTS TO: Vice-President, Legal, Guardian Capital Group Limited ("Guardian") · LOCATION: 4350 Congress Street, Suite 1000, Charlotte, North Carolina · JOB STATEMENT: · Guardian s ...
-
Financial Advisor
2 weeks ago
Northwestern Mutual Charlotte, United StatesFinancial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading traini ...
-
Entry Level Financial Advisor
3 weeks ago
New York Life- Charlotte, NC Charlotte, United StatesGrow with us We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. · Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining cli ...
-
Entry Level Financial Advisor
1 week ago
New York Life- Charlotte, NC Charlotte, United StatesGrow with us We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. · Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining cl ...
-
Outside Sales Representative
1 week ago
SPECTRUM Charlotte, United StatesJob Description · Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors through door-to-door solicitation and lobby events. · Actively and consistently support all efforts to simplify and enhance the customer expe ...
-
Client Relationship Manager
2 weeks ago
Penn Foster Inc Charlotte, United StatesMutual of America Financial Group · Job Title: · Client Relationship Manager · Location: Charlotte, NC · Who We Are: · At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid founda ...
-
Client Relationship Manager
2 weeks ago
Penn Foster Inc Charlotte, United StatesMutual of America Financial Group · Job Title: · Client Relationship Manager · Location: Charlotte, NC · Who We Are: · At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid founda ...
-
Financial Advisor
3 weeks ago
Northwestern Mutual Charlotte, United StatesFinancial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading traini ...
-
Experienced Financial Advisor
2 weeks ago
Stone Press Financial Group Charlotte, United StatesJob Description · Job Description · Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial ...
-
Financial Advisor For Career Changers
4 days ago
New York Life Charlotte Charlotte, United StatesFinancial Professional for Career Changers · Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successfu ...
-
Financial Professional
1 week ago
New York Life Charlotte Charlotte, United StatesFinancial Professional for Career Changers · Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successfu ...
Internal Wholesaler- Mutual Funds - Charlotte, United States - Equitable Services
Description
At Equitable, our power is in our people.We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking.
Are you ready to join an organization that will help unlock your potential?This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization.
The sales team is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners.
Key Job Responsibilities Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products.
Client support activities may include:
handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysisWorks closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationshipsIdentifies client needs & coordinates efforts to service assigned intermediariesLeverages strategic relationships with investment providers, advisors, and clients; helps articulate key messages regarding the investment portfolio, major market events, and changing areas of investment opportunityThe base salary for this position is $50,000.
This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.Equitable Pay and Benefits:
Equitable Total Rewards ProgramQualificationsRequired QualificationsBachelors Degree 1+ years of capital markets experience or Financial Services experienceSeries 6 or 7 & 63 required (or willing to obtain within 180 days after start date)Prior account management experience or sales experiencePreferred QualificationsKnowledge of the investment industry and ability to recognize business opportunities within and outside the industryA self-motivated, positive team player, with outstanding internal and external communication capabilitiesUnderstands the unique needs of proprietary sales force, outside broker dealers, and financial advisors.
Maintains exceptional interpersonal relations, including thorough verbal and written communicationSkillsClient Relationship Management:Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients
Effective Presentations:
Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality
Knowledge of Sales Channels:
Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services
Managing Multiple Priorities:
Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
Strategic Sales Planning:
Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets
Diversity, Equity and Inclusion:
Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.#LI-HybridABOUT EQUITABLEAt Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader.We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE:
Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at or email us at