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    Wealth Management - Dallas, United States - Equitable Advisors

    Equitable Advisors
    Equitable Advisors Dallas, United States

    3 weeks ago

    Equitable Advisors background
    Accounting / Finance
    Description

    Lemnis Capital, is in alliance with Equitable. Equitable Advisors founded in 1859, 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.

    Lemnis Capital is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:

    · Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives

    · Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis

    · Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)

    What it takes to be an Lemnis Capital' 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

    Note -- applicants must be authorized to work in the United States.

    Benefits of working with us

    · 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

    To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.

    Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Lemnis Capital is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance Lic. #______ (if applicable) AR Insurance Lic. # ________ (if applicable) For more information about Equitable Advisors, LLC you may visit to review the firm's Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure.

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