Entry-Level Wealth Management Associate

Employer Name: 
Equitable Advisors
Major/Industry: 
Job Type: 
Description: 

At Equitable Advisors, we consider extensive, lifelong training to be one of our key competitive advantages. We’re committed to acquiring and leveraging every bit of intelligence available to grow the company. New Financial Professionals focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Financial Consultant (ChFC).

Job Responsibilities:

 At Equitable Advisors, we consider extensive, lifelong training to be one of our key competitive advantages. We’re committed to acquiring and leveraging every bit of intelligence available to grow the company. New Financial Professionals focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Financial Consultant (ChFC).

Qualifications:

To qualify, you should preferably have a college degree and a personal history of success. You should be a self-starter, possess unequivocal honesty and integrity and be highly motivated in helping others achieve financial independence. Strong interpersonal and communication skills and FINRA Series 7 and 63 registrations are preferred. A background in law, accounting, banking, brokerage or executive management will be particularly useful. An advanced degree or designation (MBA, JD, CFP®, CPA, ChFC) is a plus.

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