Wealth Manager (Financial Professional)

Job Description

Wealth Manager (Financial Professional) | Equitable Advisors

The Tone:
This is a full-time, in-office role at Equitable Advisors, a nationwide network comprising over 4,300 financial professionals. The company is dedicated to making a lasting, positive impact in the lives of 2.4 million clients across the U.S. By focusing on building strong relationships, Equitable Advisors helps individuals and families achieve meaningful financial wellness. This Wealth Manager role offers a clear path to professional growth through structured training, licensing, and continuous development, empowering individuals who are passionate about guiding others toward their financial goals.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person
• Pay: $35500 yearly
• Mission: This role is designed to make a difference in people’s lives by guiding clients toward their financial goals and helping them achieve meaningful financial wellness.

What You’ll Actually Do
• Client Engagement: Build and strengthen client relationships through proactive networking, diligent portfolio management, and consistent, clear communication.
• Financial Strategy Development: Assess diverse client goals and individual risk tolerance to craft tailored financial strategies and provide clear, well-reasoned recommendations.
• Product & Service Consultation: Present comprehensive financial solutions and services that precisely align with each client’s unique financial needs and long-term objectives.
• Professional Development: Engage actively in a structured 120-day Preliminary Employment Period (PEP) hands-on training program and leverage continuous learning resources like Virtual University.
• Collaborative Growth: Seek and embrace opportunities to learn from and partner with experienced professionals and top performers, fostering ongoing career growth and development through mentorship and personalized coaching.

The Must-Haves
• Background: A Bachelor’s degree, or equivalent demonstrable skills and work experience, is required. Candidates should be values-driven individuals with a proven track record of success.
• Experience: Must be legally authorized to work in the United States. While no specific years of experience are stated, candidates should possess strong interpersonal skills and demonstrate confidence in client interactions.
• Skills: An entrepreneurial spirit is essential, coupled with a deep commitment to positively impacting lives and a collaborative mindset, capable of learning from and partnering with top performers.
• Licensing: Candidates must be willing to pursue and obtain State Life & Health, SIE, Series 7, and Series 66 licenses; FINRA sponsorship will be provided for all required licensing.