Entry Level - Wealth Manager - FL, Miami (2317)

Position Overview

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. With a network of over 4,300 financial professionals serving 2.4 million clients nationwide, our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, this structured path to becoming a wealth manager through licensing and employment might be for you.

Key Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies with clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Required Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: Values-driven with a track record of success and accomplishment.
• Communication Skills: Excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: Entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Benefits & Perks

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training.
• Virtual University: Access to continuous learning through Equitable Advisors' Virtual University.
• Mentorship & Personalized Coaching: Joint work opportunities with mentorship and guidance from a local Vice President.
• Leadership Development: Access to Leadership Development School for those with management ambitions.
• Professional Growth: Encouragement to pursue designations such as CFP®, ChFC, and Credentialed Holistic Financial Coach.
• Sign-On Payment: Based on the time taken to complete company-sponsored FINRA licenses and registrations and enter PEP.
• Stable Pay: Biweekly pay for eligible financial professionals.
• Commissions and Bonus: In addition to Stable Pay, eligibility to earn commissions and bonus.
• Benefits: Comprehensive programs including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP).