ENTRY-LEVEL WEALTH MANAGEMENT ASSOCIATE

Company: Equitable Advisors
Location: Houston
Posted on: October 3, 2024

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, Missouri City , ENTRY-LEVEL WEALTH MANAGEMENT ASSOCIATE, Executive , Houston, Texas