Wealth Management Associate - FL, Jacksonville (5123)

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

About the role

In-office presence required

Work-Life Balance

Flexible schedule to maximize productivity and personal time

Skills & Experience

• 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
• Excellent interpersonal and communication abilities with strong self-confidence
• Entrepreneurial spirit with a desire to positively impact others' lives

Collaboration

Able to work with and learn from top performers

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training
• Virtual University: Access to Equitable Advisors' Virtual University for continuous learning
• Mentorship: Opportunities for joint work and mentorship
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development: Access to Leadership Development School for those with management ambition
• Professional Growth: Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

• Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
• Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus
• Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to date

Our Impact & Culture

• Equitable Advisors is committed to making a difference in the lives of its people and their communities
• We value diversity and inclusivity, offer wellness programs and employee resource groups
• Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually

Location

In-office presence required