ENTRY-LEVEL WEALTH MANAGEMENT ASSOCIATE
Company: Equitable Advisors
Location: Houston
Posted on: October 3, 2024
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Job Description:
Are you interested in building a client network of
high-net-worth individuals and becoming a high performing wealth
manager and financial consultant in the one of the greatest cities
in the world?Apply with our team - We are a professional,
competitive, and collaborative group of like-minded based in our
flagship Houston office looking to revolutionize the industry. Our
team is well-known for our outstanding professional development as
well as the virtual white-glove service model we offer to clients
all over the States!
Company OverviewEquitable Advisors is a leader in helping
individuals and businesses address their financial goals through
financial strategies, investment services and risk management. We
have more than 40 branches across the country employing
approximately 5,000 financial professionals- providing services of
financial, retirement, estate planning strategies' asset
allocation, annuities; life insurance and mutual funds as well as
fee based managed accounts.
We believe in a holistic approach to financial planning that takes
into account every facet of our clients' lives: their purpose and
goals, their lifestyle and wellness, and lastly, their financial
resources. This means that the work you do not only helps your
clients make smarter decisions in their financial lives, it helps
them focus on the people and the passions in their lives that
matter most to them.
What it takes to be an Equitable Advisors' Financial
ProfessionalWith 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.
- A four-year college degree is preferred but not required - 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
DescriptionWe're looking for highly motivated, results-driven
individuals who want the opportunity to establish and potentially
grow a book of business with the support and strength of one of the
nation's leading financial services firms. Equitable Advisors is
seeking entrepreneurial-oriented individuals to join our team as a
Financial Professional. In that role, you will:
o Analyze financial information obtained from clients to determine
strategies, products and services to help clients meet their
financial objectives.o Provide information/education to clients
about the purpose and details of financial products, services and
strategies.o Build and maintain client base, keep client plans
up-to-date and acquire new clients on an ongoing basis.o Contact
clients periodically to determine if there have been changes in
their financial status.o Provide knowledgeable, objective financial
guidance and customized strategies to consumer segments that demand
high quality service
Individuals who excel at Equitable Advisors come from many
different professional backgrounds including:o Lawo Brokerageo
Bankingo Managemento Accounting
Job Requirementso A four-year college degree is preferred but not
requiredo You will be required to attain state life and health
licenses, SIE, FINRA Series 7 and 66 exams (other designations a
plus)o 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 futureso Team player who possesses
excellent interpersonal skills and communication abilities, with a
high degree of self-confidenceo Ability to draw upon past/present
experiences and acquaintances to develop markets and sustain
long-term relationships
Note -- applicants must be authorized to work in the United
States.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial
Advisors in MI and TN) and affiliate, Equitable Network, LLC,
(Equitable Network Insurance Agency of California, LLC; Equitable
Network Insurance Agency of Utah, LLC; Equitable Network of Puerto
Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE-
7061481.1(9/24)(Exp.9/26)
Keywords: Equitable Advisors, Houston , ENTRY-LEVEL WEALTH MANAGEMENT ASSOCIATE, Executive , Houston, Texas
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