- Development sessions
- Advanced coaching from peers, managers and executive leadership
- Leadership development school
- Equitable Advisors' virtual university
- Leadership meetings
- 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
- A four-year college degree
- 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
- 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
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Wealth Management Associate
4 days ago
Equitable Services Salt Lake City, United StatesWealth Management Associate - UT, Salt Lake City PIN_39440 ) · Primary Location : UNITED STATES-UT-Salt Lake City · Organization : Equitable Advisors · Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven ...
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Wealth Management Client Account Manager
3 hours ago
BankTalent HQ Salt Lake City, United StatesZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For ...
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Goldman Sachs Group, Inc. Salt Lake City, United StatesYOUR IMPACT · Are you a strategic thinker with a strong work ethic, desire to work within a growing global business, and ability to think outside the box? · Analyst and Associates on the Wealth Management Risk Team will gain exposure and access to senior managers in Wealth, bui ...
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Mirador Salt Lake City, United StatesCompany Overview · Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that su ...
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Goldman Sachs Salt Lake City, United StatesMORE ABOUT THIS JOB: · GLOBAL COMPLIANCE · Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firms culture of compliance. Compliance accomplishes these through the firms enterprise-wide complian ...
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Oceanic Enterprises Pleasant Grove, United StatesA secure job in a company where your performance is valued · Development of your personal strengths, transparent and individual · A good salary, supplemented by performance-based bonuses · A fully employer-funded pension plan to look confidently into the future · Short decisi ...
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Spectraforce Technologies Salt Lake City, United StatesJob Title: Asset & Wealth Management - Operations - Trade Management - Analyst · Location: Salt Lake City, Utah( Onsite Role) · Duration: 6 Months · Shift Timings: SBH · Your Impact · Are you looking to expand your understanding of financial products and be well versed on the lif ...
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Spectraforce Technologies Salt Lake City, United StatesTitle: · Asset & Wealth Management - Operations- Trade Management -Analyst · Location: · Salt Lake City, Utah · Duration: · 6 Months · Duties: · YOUR IMPACT · Are you looking to expand your understanding of financial products and be well versed on the life cycle of a trad ...
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Investment advisor for private clients
2 days ago
Spectrum Innovations Lake City, United StatesWe are a modern company with a centuries-old tradition, based on the cooperative principle of "One for all - all for one". And we stick to that. At our Lake City location, you will work as a team player (m/f/d) and can always rely on your colleagues. This gives us strength and pr ...
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Goldman Sachs Draper, United StatesWealth 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 ...
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Apex Ventures Magna, United StatesThe VHV Group / is a well-established conglomerate of specialists in insurance, retirement planning, and wealth management. With its brands VHV Versicherungen and Hannoversche, it is a competent and forward-thinking partner for policyholders and intermediaries. Our success is bui ...
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Wealth Client Account Services Associate: SLC
20 hours ago
BankTalent HQ Salt Lake City, United StatesZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For ...
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BankTalent HQ Salt Lake City, United StatesZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For ...
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Executive Assistant
2 days ago
Zions Bancorporation Salt Lake City, United StatesCalendar and Schedule Management: Execute accurate calendaring for multiple individuals. Candidate should be comfortable working with 4 time zones on a regular basis. Communication and Correspondence: Draft, proofread, maintain, and edit various docu Executive Assistant, Manageme ...
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Wealth Advisor
2 days ago
BankTalent HQ Salt Lake City, United StatesZions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning ...
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Executive Assistant
2 days ago
Zions Bancorporation Salt Lake City, United StatesZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For ...
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Wealth Advisor, Salt Lake City
2 days ago
Virtus Investment Partners Salt Lake City, United StatesWealth Advisor, Salt Lake City page is loaded · Wealth Advisor, Salt Lake City · Apply · locations · Remote · time type · Full time · posted on · Posted 20 Days Ago · job requisition id · R511 · Although we value experience and skills, we also care about who you are. W ...
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Wealth Planner
2 days ago
BankTalent HQ Salt Lake City, United StatesZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by · American Banker as · one of the "Best Banks to Wo ...
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Goldman Sachs Salt Lake City, United StatesGlobal Compliance · Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm's culture of compliance. Compliance accomplishes these through the firm's enterprise-wide compliance risk management prog ...
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Financial Planner
1 week ago
Albion Financial Group Salt Lake City, United StatesLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period) · Who we are: · Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put ...
Entry Level Wealth Management - Salt Lake City, United States - Equitable Advisors LLC
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.
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.
Benefits
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)
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