Wealth Management Associate
Company: Equitable Advisors
Location: Austin
Posted on: May 16, 2022
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Job Description:
Who are we looking for?
We are looking for personable, sharp, and competitive candidates
seeking an entrepreneurial role in the financial services industry.
Specifically, our team is searching for individuals with the kind
of strong interpersonal skills needed to build lasting client
relationships as well as the critical thinking and strategic
planning abilities necessary to helping others plan financially. A
background specifically in finance is not required, but a heart for
serving others is essential. Successful candidates also must be
hard working, coachable, and fearless as they approach new
challenges. New advisors will be in a highly team-driven
environment, so ability and desire to work well with others are a
must as well.
What is the role?
As a financial advisor at Equitable, you will have the opportunity
to build a business around helping people reach their financial
goals, protect their families, and retire with dignity. Advisors
will find themselves in a day to day of reaching out to new
potential clients, meeting with clients, and interacting with the
analyst team to develop meaningful strategies and presentations
that lead to the long-term success of their clients.
Why Equitable?
Training and Development: New advisors engage in a lifelong
training program that equips and empowers them to pursue their best
futures in this career. This program includes local and
corporate-level training, peer accountability, and direct
mentorship from leaders that launch new advisors into their chosen
career path.
Opportunities for Growth: Advisors will have the opportunity to
explore various career opportunities in a "promote from within"
culture. Advisors may aspire to build a thriving practice centered
on exceptional client service, pursue managerial responsibilities
through local or corporate positions, or even build their own brand
as financial advisors that is backed by Equitable.
Benefits and Compensation: Advisors at Equitable have access to
numerous benefits including 401(k) plans with match and profit
sharing, stock purchase plans for Equitable stock, subsidized
medical, dental, and vision insurance, and many others. Equitable's
compensation model is extremely competitive in the field and gives
advisors tremendous opportunity for growth.
Qualifications:
Bachelor's degree or higher
U.S. Citizen or permanent resident
Keywords: Equitable Advisors, Austin , Wealth Management Associate, Executive , Austin, Texas
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