Entry Level - Wealth Manager - NJ, Secaucus (3257)

Summary

Equitable Advisors is dedicated to making a positive impact in the lives of its clients by helping them achieve meaningful financial wellness. The Entry Level Wealth Manager will build client relationships, develop personalized financial strategies, and provide guidance on financial products and services while completing licensing and training.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations
• In-office presence required
• Flexible schedule to maximize productivity and personal time

Skills

• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66
• Values-driven with a track record of success and accomplishment
• Excellent interpersonal and communication abilities with strong self-confidence
• Entrepreneurial spirit with a desire to positively impact others' lives
• Ability to work with and learn from top performers
• Must be authorized to work in the United States

Qualifications

Must Haves

• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66
• values-driven with a track record of success and accomplishment
• excellent interpersonal and communication abilities with strong self-confidence
• entrepreneurial spirit with a desire to positively impact others' lives
• ability to work with and learn from top performers
• must be authorized to work in the United States

Benefits

• Flexible schedule to maximize productivity and personal time
• FINRA Sponsorship: provided for required FINRA licensing
• Comprehensive 120-day hands-on training
• Access to Equitable Advisors' Virtual University for continuous learning
• Opportunities for joint work and mentorship
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Access to Leadership Development School for those with management ambition
• Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Financial professionals are eligible to earn commissions and bonus
• Health, dental and vision
• 401(k)
• Employee Stock Purchase Plan (ESPP)
• Disability
• Life Insurance
• Transportation Reimbursement Incentive Program (TRIP)
• Wellness programs
• Employee resource groups
• “1,000 Hours of Giving Back,” sponsored by our Women’s Network
• “Equitable Excellence,” which awards 200 college scholarships annually