Wealth Management Associate

Job Description:

Equitable Advisors financial professionals all share several key attributes. They're results-oriented professionals with an aspiration of financial independence. They possess high integrity and strong business ethics. They have an established network within their communities and the desire to help others address their financial goals through trusted, strategic client relationships.

As an accomplished financial professional, you’re not alone at our firm. We recognize you are accustomed to tools and resources you now use. You will have the support of our organization and nearby branch offices to provide the services, products and platform to grow your business even more.

As a Financial Professional, your responsibilities will include:

· Analyzing financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives

· Building and maintaining a client base, keep client plans up-to-date and acquire new clients on an ongoing basis

· Contacting clients periodically to determine if there have been changes in their financial status

· Providing knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service

· Selling financial products and services including life insurance, annuities and investment options

Requirements:

If you’re a results-driven self-starter who can take ownership and is willing to work, you will have the opportunity to achieve success. Specific qualifications for the Financial Professional position include:

· A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus

· Minimum 2-years of experience in investment, insurance, and financial planning sales.

· If you do not have the following, you will be required to attain them, under our sponsorship: state life and health licenses, FINRA, Series 7 and 66 registrations

· Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others to plan for and protect their financial futures

· A team player and possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

· Ability to draw upon past experiences and acquaintances to develop markets and build upon them to sustain long term relationships

· Must be authorized to work in the United States

· MBA. JD, CFP©, CPA ChFC, a plus

Benefits of working with us:

· Competitive compensation and a comprehensive benefits package

· Training, support and hands-on management

· Advancement/management opportunities

In the next stage of your career, let us be your strategic resource – with the support of the firm and local branch offices -- to help you achieve a new set of goals. Not captive. Not alone. Our platform offers you the best of both worlds.

QUALIFICATIONS:

What does it take to join Equitable Advisors as a financial professional?

Equitable Advisors’ financial professionals may come from a variety of backgrounds but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence.

Many of our qualified candidates are active in their local community, charitable or professional organizations, and have an established network of professional and personal contacts. Equitable Advisors’ financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships.

A four-year college degree is preferred and relevant professional securities designations or licenses are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of Equitable Advisors: state life and health licenses, NASD Series 7 and 66.

Equitable Advisors provides a total support system to help you succeed in today’s competitive marketplace. It takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.

Please visit us at: http://www.northerncaliforniahawaii.equitableadvisors.com/

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Testimonials:

"After graduating college, I grew a print marketing company that had over 65 employees. In 2012, after 26 years, I sold my company and decided to get back to my passion which was finance. It was a pretty natural transition from where I was with the printing company to building my business with Equitable Advisors. I called on the clients I had built relationships with over the past 26 years and told them about what I was doing now. I love being able to meet with business owners, really understand what they're going through and help offer financial solutions."

-Jim Altebrando, Financial Professional

"Prior to becoming a Financial Professional, I was a teacher. I enjoyed it, but there was a lack of fulfillment and I was looking for something more. What I love most about this career is that it allows me the flexibility to be a mother and a wife to my family first. Secondly, I get such a thrill knowing that I've been able to help someone with their financial future."

-Arrkeenah Willis, Financial Professional

"I always knew I wanted to get into finance so after college, I started interviewing at about a dozen different firms and chose to join Equitable Advisors. Starting out, it was a challenge, but about six months in, I started getting referrals and could really see the value I was bringing to clients. Since then my business has steadily increased."

-Bryan Tessier, District Manager, PACNW

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)

Job Types: Full-time, Permanent

Pay: $55,000.00 - $175,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Financial planning services
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Matching gift program
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Employee stock purchase plan
• Profit sharing

Weekly schedule:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Work Location: Hybrid remote in Folsom, CA 95630