Wealth Management Advisor - OH Cleveland 3077
Wealth Management Advisor - OH Cleveland 3077
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Job Description
Requirements
Fouryear college degree preferred but not required
Complete 12 months as entry level Financial Professional meeting requirements and have a developed client base
Must be licensed: State Life and Health SIE FINRA Series 7 66 & 24 exams
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain longterm relationships
Desire to help others plan for and protect their financial futures
Knowledge of our products & services
High degree of selfconfidence but team first attitude
Authorized to work in the United States
Training & Support
Leadership Development School
Equitable Advisors Virtual University
Columbia Holistic Financial Coach Program
Sponsorship for FINRA licensing
- Working closely with top leadership thru 1:1 coaching
- Joint work and mentorship opportunities
- Personalized training and support in all areas important to building your business
- Opportunity to earn specialized designations such as Certified Financial Planner CFP)
Compensation & Benefits
Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical dental and vision insurance at companysubsidized rates (as applicable); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short and LongTerm Disability Programs; Basic Group Life Insurance
Worklife balance and access to a full suite of remotework technology solutions
Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!
If you are looking to expand your scope of impact with the support of a leading wealth management firm; lets connect!
Equitable Advisors LLC member FINRA SIPC (Equitable Financial Advisors in MI and TN) and affiliate Equitable Network LLC (Equitable Network Insurance Agency of California LLC; Equitable Network Insurance Agency of Utah LLC; Equitable Network of Puerto Rico Inc. Equitable Advisors LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE 7559574.12/25(Exp.2/29
Leaders are critical to the growth of an organization as great teams dont just depend on strategies they thrive with the right people to drive them. Our management platform affords you the opportunity to have a largescale impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability innovative strategies and commitment to our clients.
Daily Activities may include
Networking to discover new talent to grow your team
Coaching from your experience & training to develop new Financial Professionals
Collaborating with local leadership to strengthen values mission and vision
Committing to personal and district goals consistent with branch and company strategy
Supervisory skills ensuring compliance and brand are met
Fostering diverse talent and enabling an inclusive work environment
Teambuilding through culture and events
Required Experience:
Unclear Seniority
Employment Type
Advisor
