- Pairing with experienced Wealth Management Advisors
- Opportunities to earn income while getting certified
- Personalized exam study plan
- Support for exam preparation
- Leads for prospecting new clients
- Prospecting and networking with potential clients
- Concluding and executing transactions
- Servicing existing clients
- Analyzing and preparing presentations
- Developing Asset maps for clients
- Participating in training sessions for professional growth
- Working towards Planner (CFP) designation
- Generating analytical reports
- Demonstrating analytical skills
- Experience in sales
- Entrepreneurial mindset
- Strong verbal and written communication
- Competitive spirit
- Customer-focused approach
- Adaptability and flexibility
- Goal-driven mindset
- 401(k) retirement plan
- 401(k) matching program
- Dental insurance coverage
- Employee discounts
- Flexible work schedule
- Health insurance benefits
- Life insurance coverage
- Vision insurance plan
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Financial Advisor- VP Fast Track - Morristown, United States - Equitable Advisors
Description
Wealth Management Advisor at Equitable Advisors
If you are looking to unleash your potential as a Wealth Management Advisor, consider joining our team at Equitable Advisors. Our company, Equitable Advisors, is recognized as a leading and expanding financial services firm. With a team of 5,000 financial professionals across the US and Puerto Rico, Equitable possesses the strength and resources necessary to support individuals in achieving their full potential. Together, we are striving towards our common goal of becoming the preferred company in the industry, standing out through the quality of our products, exceptional service, and consistent performance.
What sets us apart?
As a Wealth Management Advisor at Equitable Advisors, you will have access to the tools required to establish your client base. Our top-notch training programs, committed support staff, and range of competitive products offer you abundant resources to cater to your clients' financial requirements. At Equitable, Wealth Management Advisors benefit from:
Job Responsibilities:
Required Skills:
Benefits:
Securities are offered through Equitable Advisors, LLC (NY, NY, member FINRA, SIPC - Equitable Financial Advisors in MI & TN). Investment advisory products and services are provided by Equitable Advisors, LLC, a SEC-registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE /21)(Exp.8/23)
