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Equitable
Equitable
5.001 – 10.000 Angajați
Sponsor pentru viza H1BAsigurăriFinanțeFintech
Equitable este o companie de servicii financiare și asigurări care oferă soluții persoanelor fizice, familiilor și angajatorilor pentru planificare financiară, pensionare, asigurări de viață, anuități și beneficii pentru angajați. Cu o experiență de peste 160 de ani, compania combină îndrumarea oferită de consilieri cu resurse online pentru a-i ajuta pe clienți să își planifice obiectivele financiare pe termen lung și să gestioneze etapele importante ale vieții lor financiare. Activitatea sa acoperă domeniile asigurărilor, finanțelor și tehnologiei financiare, cu produse concepute atât pentru nevoi personale, cât și pentru nevoile de la locul de muncă.
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Locurile de muncă ale companiei

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.

USStatele Unite ale AmericiiNJNew Jersey
33.400 $ / an
La sediuNormă întreagăNivel începătorLimbă Obligatorie: englezăManager

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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.

Locuri de muncă similare

Kreato Global | BPO and Language Solutions

Remote English-Spanish OPI/VRI Interpreter

Kreato Global | BPO and Language Solutions
201 – 500 Angajați
Asistență medicalăLogisticăOspitalitate
ARArgentinaBOBoliviaBRBraziliaCLChileCOColumbiaCRCosta RicaCUCubaDORepublica DominicanăECEcuadorGTGuatemalaHNHondurasHTHaitiMXMexicNINicaraguaPAPanamaPEPeruPRPuerto RicoPYParaguaySVEl SalvadorUYUruguayVEVenezuelaRemoteNormă întreagăJuniorNu este necesară o diplomăLimbă Obligatorie: englezăLimbă Obligatorie: spaniolăTraducător

Interpret remotely between English- and Spanish-speaking people in medical, financial, social service, and customer care settings. Provide language support for Kreato Global across Latin America.

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