Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Entry Level- Wealth Management Advisor (Vice-President Program) image - Rise Careers
Job details

Entry Level- Wealth Management Advisor (Vice-President Program)

Equitable Advisors’ Entry Level - Wealth Management Advisor (Vice President Program)

We value your ambition. Equitable is currently seeking someone to join our team as an Entry Level Wealth Management Advisor position to fast track their career into Vice President within 24 months. As an Equitable Advisors’ Professional, you will:

  • Go through our Leadership Development School, Management Development School, and learn how to build a book of business
  • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Contact clients periodically to determine if there have been changes in their financial status
  • Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
  • Sell financial products and services including life insurance, annuities and investment options
  • Begin the process of leading a team of Financial Advisors to help them achieve their goals

What it takes to be a Financial Advisor

  • A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
  • If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  • Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance.
  • Must be authorized to work in the United States
  • MBA, JD, CFP®, CPA or ChFC, a plus

Benefits of working with Equitable Advisors

  • Compensation you control and a complete benefits package
  • Personalized and comprehensive training and support
  • Advancement and management opportunities
  • A work-life balance most financial careers don’t offer

You will receive support that is unparalleled in the industry. To get you up and running, Equitable will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

Career opportunities are with Equitable Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136276(04/18)(Exp.04/20)

Job Type: Full-time

Pay: $45,000.00 - $75,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay
  • Commission pay
  • Signing bonus

Education:

  • Bachelor's (Required)

Work Location: In person

AXA Glassdoor Company Review
4.0 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
AXA DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of AXA
AXA CEO photo
Thomas Buberl
Approve of CEO

AXA's mission is to help customers live their lives with more peace of mind by protecting them, their relatives and their property against risks, and by managing their savings and assets.

23 jobs
BADGES
Badge ChangemakerBadge Diversity ChampionBadge Future MakerBadge Innovator
CULTURE VALUES
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
DATE POSTED
July 19, 2023

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!