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Wealth Management Consultant
2 weeks ago
ProIT Inc. New York, United States Full time**Wealth Management Consultant** · **FULL TIME** · **Jersey City, NJ/ New York/ Dallas TX - Onsite** · **Skill: Wealth Management Consultant** · **Key Responsibilities**: · - Collaborate with senior leadership to develop and translate the strategic vision into business requiremen ...
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Wealth Management Advisor
3 weeks ago
Northwestern Mutual New York, United StatesThrough a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and plan for important moments in their future. They combine their licensed expertise with a personalize ...
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Wealth Management Advisor
3 weeks ago
PONTEMLA New York, United StatesOur client, a wealth management firm in Midtown is looking for a talented professional with high capacity to build a financial planning practice as an advisor. · This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the ...
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Wealth Management Advisor
1 week ago
Northwestern Mutual New York, United States**Financial Advisor ** · A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential - in lea ...
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Wealth Management Advisor
5 days ago
Northwestern Mutual New York, United States**Wealth Management Advisor | Tri-Harbor Financial Group** · A career with Northwestern Mutual not only provides outstanding income potential but will provide you the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and ...
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Consultant - Wealth & Asset Management
6 days ago
Capco New York, United StatesAls globale Unternehmensberatung mit Fokus auf die Finanzdienstleistungsbranche kombinieren wir bei Capco innovatives Denken mit einzigartigem Know-How. So divers wie unsere Mitarbeiter*, sind auch unsere Lösungen, die wir unseren Kunden anbieten. Bringe Dich ein und setze Deine ...
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Wealth Management Consultant
2 weeks ago
ProIT Inc. Jersey City, United States Full time**Wealth Management Consultant** · **FULL TIME** · **Jersey City, NJ/ New York/ Dallas TX - Onsite** · **Skill: Wealth Management Consultant** · **Key Responsibilities**: · - Collaborate with senior leadership to develop and translate the strategic vision into business requiremen ...
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Wealth Management Compliance Specialist
3 weeks ago
EF Hutton New York, United States**The Company** · EF Hutton is a fast-paced, high-growth, global investment bank founded by experienced investment professionals that have collectively financed over $250 billion for public and private companies alike. EF Hutton offers strategic advice and financing solutions to ...
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Project /program Manager Wealth Management
2 weeks ago
DataAxxis New York, United States**Project /Program Manager Wealth Management Operations** · **Duration**:6+ months · **Location**:Downtown NYC · **Pay rate**:$550 C2C / $500 W2 based on 8 hour day · **Description**: · Our client who is a management consultant group is immediately seeking two (2) experienced Pro ...
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Wealth Management Executive Assistant
2 weeks ago
Citizens New York, United States**Description** · As the Executive Administrative Assistant supporting the Head of Wealth Management and Divisional Sales Leadership, you'll work in a fast paced and diverse team focused on supporting and improving the risk, customer service and performance of Operations. This ro ...
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Business Analyst with Wealth Management
6 days ago
Galactic Minds Inc New York, United StatesBusiness Analyst with Wealth Management - Customer facing role. · Location : NYC, NY · **Roles & Responsibility** · - Business Analyst with strong work experience in Wealth management firm focused on Clearing & Settlement processing. · - Around 10+ years of experience as Business ...
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Wealth Manager
3 weeks ago
Longwave Financial, LLC New York, United StatesLongwave Financial, an independent advisory firm, is excited to hire an experienced wealth manager/client relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience ...
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Personal Banking and Wealth Strategy Manager
3 weeks ago
Citi New York, United StatesCiti Corporate Strategy supports the Executive Management Team in driving the firm's vision to be the preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in our home market. Within Corporate Strategy ...
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Oppenheimer & Co. Inc. New York, United States**Wealth Management and Advisory Business Associate** · **Who We Are**: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in th ...
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Wealth Manager
3 weeks ago
Equitable Advisors New Jersey, United StatesWith 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 see ...
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Wealth Management Associate
2 days ago
Equitable Advisors New York, United StatesAt Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have fou ...
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Wealth Management Advisor
4 weeks ago
Northwestern Mutual New York, United StatesWealth Management Advisor | Northwestern Mutual · Through a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and plan for important moments in their future. They c ...
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Wealth Management Associate
2 days ago
Equitable Advisors New York, United StatesPrimary Location: UNITED STATES-NYC-Manhattan · Organization: Equitable Advisors · Position: Wealth Management Associate · Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors tha ...
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Senior Wealth Manager
3 weeks ago
JK Executive Strategies, LLC New York, United StatesSenior Wealth Manager · Rochester, NY · JK Executive Strategiesis partnering with a well-respected financial services firm in search of a Senior Wealth Manager to join its team. This position is responsible for servicing an existing book of business by assisting clients in meeti ...
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Wealth Management Associate
3 weeks ago
Siebert Financial New York, United StatesBusiness Overview: · Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various off ...
Wealth Management - New York, United States - Equitable Advisors
Description
Equitable Advisors, a leading financial services and insurance industry firm, invites entrepreneurial-oriented individuals to join our team as Financial Professionals. With a rich history dating back to 1859, Equitable is committed to helping people build fulfilling futures through stability, innovative solutions, and a strong dedication to our clients.
As a Financial Professional, you will:
•Go through our Leadership Development School, and learn how to build a book of business
•Get all the licenses and certifications required to become a financial advisor.
•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 Financial Advisors to help them achieve their goals
What it takes to be a Financial Advisor:
•A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
•If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
•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
•Must be authorized to work in the United States
Benefits of working with Equitable Advisors
•Compensation you control and a complete benefits package
•Personalized and comprehensive training and support
•Advancement and management opportunities
•A work-life balance most financial careers don't offer
This role operates on a commission-based structure, with earnings typically reflecting the average income of a Certified Financial Planner (CFP) in their first year. Alternatively, you have the option to receive a monthly base salary of $2,000, which would result in a lower commission percentage.
This is a full-time job, not an internship.
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Career opportunities are with Equitable Advisors, LLC (NY, NY member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE /18)(Exp.04/20)