Jobs
>
Provo

    Entry Level Wealth Management - Utah, United States - Equitable Advisors

    Equitable Advisors
    Equitable Advisors Utah, United States

    1 week ago

    Equitable Advisors background
    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 Financial Professional.

    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 joint-work 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 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

    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 joint-work partners and to be coached by top performers

    · Advancement and management opportunities

    · A work-life balance and access to a full suite of remote-work 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.08/23)

  • Equitable Advisors

    Entry Level Wealth Management

    1 day ago

    Equitable Advisors Utah, United States

    Equitable Advisors is currently seeking candidates for our Fast Track Wealth Management Leadership Program – if you are ambitious and want to become a Vice President in less than 24 months than this is the opportunity for you. · As an Equitable Advisors Financial Professional, yo ...

  • Morgan Stanley

    Private Wealth Management Registered Client Service Associate

    2 weeks ago

    Morgan Stanley Provo, United States

    Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utiliz Client Service, Registered, M ...

  • Goldman Sachs

    Asset & Wealth Management - Internal Fraud Specialist

    2 weeks ago

    Goldman Sachs Draper, United States

    Wealth Management · Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a w ...

  • Mountain America Credit Union

    Part-Time Wealth Management Member Service Associate

    6 days ago

    Mountain America Credit Union West Jordan, United States Part time

    Please reference the schedule and minimum qualifications listed below before applying. · If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or e ...

  • Mountain America Credit Union

    Part-Time Wealth Management Member Service Associate

    1 week ago

    Mountain America Credit Union West Jordan, United States Part time

    Please reference the schedule and minimum qualifications listed below before applying.If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or email ...

  • Harris Investment Group

    Senior Wealth Strategist

    1 week ago

    Harris Investment Group Provo, United States

    Job Title · Senior Wealth Strategist, Investor Relations · Job Position Description · Harris Investment Group is seeking an experienced individual to join the Investor Relations team at the firm's headquarters in Provo, Utah. Your role will primarily involve raising capital by bu ...

  • Lateral Link

    Junior Analyst

    2 weeks ago

    Lateral Link Utah, United States

    Investment bank in the Salt Lake City area seeks a junior analyst for a 6-month contract position. Position is onsite. Possibility of permanent hire after. Any experience in asset management, wealth management, or investment banking is a plus. Please apply ASAP. · ...

  • Harris Investment Group LLC

    Senior Wealth Strategist

    1 week ago

    Harris Investment Group LLC Provo, United States

    Job Title · Senior Wealth Strategist, Investor Relations · Job Position Description · Harris Investment Group is seeking an experienced individual to join the Investor Relations team at the firms headquarters in Provo, Utah. Your role will primarily involve raising capital by ...

  • The Kostelic Agency

    Regional FP&A Manager

    1 day ago

    The Kostelic Agency Utah, United States

    Grow You Career as our client's next Regional Financial Planning and Analysis Manager · Are you ready to take the reins and drive financial success in one of the nation's fastest-growing service companies? We're thrilled to offer you the opportunity to become our client's next R ...

  • Wealth Strategies

    Financial Advisor

    1 week ago

    Wealth Strategies Utah, United States

    Financial Representative Wealth Strategies: · Salt Lake City, UT/Greenwood Village & Fort Collings, CO · Overview · Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? · Wealth Strategies i ...

  • giv.

    Backend Software Engineer

    2 weeks ago

    giv. Utah, United States

    Backend Software Engineer · Our Story: · Our disability case management software was designed to simplify the process of managing caregiving for individuals with disabilities. Our founders have almost two decades of experience in the industry, and they have seen firsthand the cha ...

  • SeatMatch

    Operations Manager

    2 weeks ago

    SeatMatch Utah, United States

    Operations Manager / General Manager needed for successful roofing company · Salary/Package · $100,000 - $130,000 · Full-Time · Company stipend for Medical benefits · Company Truck · Quarterly/Annual Performance Incentives · The Role - Operations Manager · The General Manager / O ...

  • Advisor Employee Services

    Financial Service Advisor

    2 weeks ago

    Advisor Employee Services Provo, United States Full time

    Financial Service Advisor · Retirement Solutions in Provo, UT is looking for an Financial Service Advisor to join our team to help us serve our growing clients. For over 20 years we have been helping people who are nearing retirement by working to create individualized retirement ...

  • Orion Corporation

    Investment Strategist

    1 week ago

    Orion Corporation Provo, United States

    About this Opportunity: · As an Investment Strategist on the OCIO team, you will collaborate with our advisors to develop investment strategy, product selection and asset allocation recommendations as well as facilitate the analysis of prospective client holdings. The Investmen ...

  • Advisors Utah

    Account Executive

    1 week ago

    Advisors Utah Provo, United States

    Account Executive · A Company Committed to Your Success: · Nowhere else in America will you find a better opportunity to enjoy personal satisfaction and professional achievement... because nowhere else in America will you find a company that is more committed to your success than ...

  • Morgan Stanley

    PWM Registered Client Service Associate

    1 week ago

    Morgan Stanley Provo, United States

    POSITION SUMMARY: · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the f ...

  • Advisors Utah

    Account Executive

    1 week ago

    Advisors Utah Provo, UT, United States

    Account Executive · You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. As demands for our products continue to increase, our Account Executives will advise cli ...

  • The University of Texas at Austin

    Grants & Contracts Specialist

    2 days ago

    The University of Texas at Austin Provo, United States

    Job Posting Title:Grants & Contracts Specialist---- · Hiring Department:Teresa Lozano Long Institute of Latin American Studies---- · Position Open To:All Applicants---- · Weekly Scheduled Hours:40---- · FLSA Status:Exempt---- · Earliest Start Date:May 01, · Position Duratio ...

  • Qualtrics

    Global Head of Physical Security, Security

    1 week ago

    Qualtrics Provo, United States Full time

    · At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category servi ...

  • Qualtrics

    Senior Manager, Platform Security

    6 days ago

    Qualtrics Provo, United States Full time

    · At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category servi ...