Equitable
Equitable
Equitable — жеке тұлғаларға, отбасыларға және жұмыс берушілерге қаржылық жоспарлау, зейнетке шығу, өмірді сақтандыру, аннуитеттер және қызметкерлерге берілетін жеңілдіктер бойынша шешімдер ұсынатын қаржылық қызметтер мен сақтандыру компаниясы. 160 жылдан астам тәжірибесі бар компания кеңесші жетекшілігін онлайн ресурстармен ұштастырып, клиенттерге ұзақ мерзімді қаржылық мақсаттарын жоспарлауға және қаржылық өміріндегі маңызды кезеңдерді басқаруға көмектеседі. Оның қызметі сақтандыру, қаржы және финтех салаларын қамтиды, ал өнімдері жеке және жұмыс орнындағы қажеттіліктерге арналған.

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.

Сипаттама

  • 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.

Талаптар

  • 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.

Артықшылықтар

  • 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.

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