LogoFresh Jobs Ahead
Equitable
Equitable
5001 – 10.000 Zaposleni
Sponzor vizuma H1BFinanceFintechZavarovanje
Equitable je podjetje za finančne storitve in zavarovanje, ki posameznikom, družinam in delodajalcem ponuja rešitve za finančno načrtovanje, pokojninsko varčevanje, življenjsko zavarovanje, rente in ugodnosti za zaposlene. Z več kot 160 leti izkušenj podjetje združuje svetovanje finančnih svetovalcev s spletnimi viri, da strankam pomaga načrtovati dolgoročne finančne cilje in upravljati pomembne faze njihovega finančnega življenja. Njegovo delo zajema zavarovalništvo, finance in fintech, izdelki pa so zasnovani za osebne potrebe in potrebe na delovnem mestu.
LinkedIn
Delovna mesta v podjetju

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.

USZdružene države AmerikeNJNew Jersey
33.400 $ / leto
Na lokacijiPolni delovni časZačetna ravenZahtevani Jezik: angleščinaVodja

Opis

  • 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.

Zahteve

  • 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.

Ugodnosti

  • 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.

Sorodna delovna mesta

MÜNZING CHEMIE GmbH

Sales Manager, Mid-Atlantic Specialty Chemicals

MÜNZING CHEMIE GmbH
501 – 1000 Zaposleni
KemijaProizvodnja
USZdružene države AmerikePAPensilvanija
110.000 $ – 130.000 $ / leto
HibridnoPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaProdaja

Lead technical sales of specialty chemical additives across the Mid-Atlantic, serving customers in coatings, adhesives, inks, and construction. Manage existing accounts while developing new business through customer visits and project-based selling.

Odpri