Equitable
Equitable
Equitable एक वित्तीय सेवाओं और बीमा कंपनी है, जो व्यक्तियों, परिवारों और नियोक्ताओं को वित्तीय योजना, सेवानिवृत्ति, जीवन बीमा, वार्षिकी और कर्मचारी लाभों से जुड़े समाधान प्रदान करती है। 160 से अधिक वर्षों के अनुभव के साथ, कंपनी सलाहकार-आधारित मार्गदर्शन और ऑनलाइन संसाधनों का संयोजन करके ग्राहकों को दीर्घकालिक वित्तीय लक्ष्यों की योजना बनाने और अपने वित्तीय जीवन के महत्वपूर्ण चरणों का प्रबंधन करने में मदद करती है। इसका कार्य बीमा, वित्त और फिनटेक के क्षेत्रों तक फैला है, तथा इसके उत्पाद व्यक्तिगत और कार्यस्थल संबंधी आवश्यकताओं के लिए तैयार किए गए हैं।

Entry-Level Wealth Manager

Help U.S. clients work toward financial wellness with tailored strategies and financial products. Build client relationships, manage portfolios, and guide clients through their financial decisions.

विवरण

  • Build client relationships through networking and portfolio management.
  • Keep clients informed and monitor their progress.
  • Assess clients’ financial goals and risk tolerance.
  • Create financial strategies tailored to each client.
  • Provide clear recommendations and guidance.
  • Discuss financial products and services suited to clients’ circumstances.
  • Complete a 120-day practical training program.
  • Work toward required FINRA licenses and registrations with company sponsorship.
  • Receive training, guidance, and mentorship from a local Vice President.
  • Take part in ongoing professional and leadership development.

आवश्यकताएँ

  • Hold a bachelor’s degree or have equivalent skills and work experience.
  • Obtain State Life & Health, SIE, Series 7, and Series 66 licenses.
  • Demonstrate strong values and a record of achievement.
  • Bring strong interpersonal and communication skills and self-confidence.
  • Show an entrepreneurial outlook and a desire to make a positive difference in others’ lives.
  • Be willing to learn from and work alongside high-performing colleagues.
  • Be authorized to work in the United States.

लाभ

  • Flexible work schedule.
  • Company sponsorship for required FINRA licenses.
  • A comprehensive 120-day hands-on training program.
  • Access to Equitable Advisors’ Virtual University.
  • Mentoring opportunities.
  • Individual coaching from a local Vice President.
  • Access to the Leadership Development School.
  • Support for professional credentials, including CFP®, ChFC, and the Credentialed Holistic Financial Coach program.
  • Eligibility for a $250–$1,000 sign-on payment after signing the PEP agreement and completing company-sponsored required FINRA licenses and registrations.
  • Stable biweekly pay for up to the first 24 months as a financial professional.
  • Eligibility for commissions and bonuses.
  • Health, dental, and vision coverage.
  • 401(k) plan.
  • Employee Stock Purchase Plan (ESPP).
  • Disability insurance.
  • Life insurance.
  • Transportation Reimbursement Incentive Program (TRIP).
  • Wellness programs.
  • Employee resource groups.
  • College scholarships and social impact programs.

संबंधित नौकरियाँ

Jhpiego

Casual Compliance Support Officer

Jhpiego

Support Jhpiego’s U.S. government compliance program through risk tracking, document control, training, and reporting. Remote position based in Baltimore, Maryland.

खोलें
TÜV TRUST IT Unternehmensgruppe TÜV AUSTRIA

Junior Security Auditor, Electronic Identities and Trust Services

TÜV TRUST IT Unternehmensgruppe TÜV AUSTRIA

Advise on and audit electronic identities and trust services for TÜV’s information security certification work. Assess security controls, report findings, and coordinate complex compliance projects.

खोलें
cyberunity AG

Senior IAM Engineer

cyberunity AG

Develop and operate hybrid identity and access management solutions for enterprise customers. Automate integrations at cyberunity AG, a Swiss IT and information security provider.

खोलें
Cisco

Cisco Consulting Engineer

Cisco

Design and deliver secure networking solutions for complex customer environments across the UK. Apply SD-WAN, software-defined access, AI, and automation to improve infrastructure delivery.

खोलें
GE Vernova

Wind Turbine Controls Engineer at GE Vernova, Salzbergen

GE Vernova

Early-career engineer developing wind turbine control software and hardware, with a focus on validation. Supports testing, technical documentation, and resolution of field issues for GE Vernova Wind products.

खोलें
GE Vernova

Wind Turbine System Simulation Engineer – GE Vernova, Salzbergen

GE Vernova

Model and validate wind turbine systems at GE Vernova, supporting component design, risk analysis, and investigations into field failures. This on-site engineering role is based in Salzbergen, Germany.

खोलें
GE Vernova

Wind Turbine System Simulation Engineer

GE Vernova

Support GE Vernova’s wind energy product development through turbine system modeling, validation, and field failure analysis. The role is based onsite in Salzbergen, Germany.

खोलें
GE Vernova

Wind Turbine Controls Engineer

GE Vernova

Develop and validate wind turbine control software, hardware, and systems at GE Vernova. Support renewable energy products through testing, technical documentation, and resolution of field issues.

खोलें
My Hero VA

Bilingual Appointment Setter (Remote, Colombia)

My Hero VA

Make outbound calls in English and Spanish to book school visits for a Florida-based barber education business. This remote Colombia role also includes prospect follow-up and daily administrative work.

खोलें
CONVACT - Agentur für Suchmaschinenoptimierung

Remote Sales Representative – SEO and Google Ads

CONVACT - Agentur für Suchmaschinenoptimierung
1 – 10 कर्मचारी
B2Bविपणन

Follow up with leads and cold-call prospective clients for Convact’s SEO and Google Ads agency. Book appointments with online shops and e-commerce businesses across the DACH region.

खोलें