Future Advisor Training Program
Future Advisor Training Program
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Salary Not Disclosed
1 Vacancy
Job Description
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial wellbeing providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Future Advisor Training Program Description:
In this training program participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth Management Financial Protection products and strategies and Estate Planning strategies. Participants will have the opportunity to be involved in a variety of activities:
Learning how to prepare for meetings with clients and prospective clients Learning the importance of and how to prepare presentations to clients and prospective clients Learning how to research client portfolios and the importance of such research in the role of a Financial Professionals Attending inhouse training sessions regarding issues relevant to the industry including compliance rules and regulations and product training Observing sales techniques to learn effective presentation skills
Participants will also be provided training to enhance their learning experience leveraging a combination of selfpaced virtual and branch training in the following categories:
Selling Skills Market Development Product Knowledge Practice Management
Program details:
- Duration: 12 weeks
- Location:111 E. Kilbourn Avenue Suite 800 Milwaukee WI 53202
- Hourly Rate: $20/hr
Required Qualifications:
- College students entering Junior or Senior year
Ability to work up to 40 hours per week for a maximum of 12 weeks - Business/Finance major or equivalent as determined by the Executive Vice President in his/her sole discretion
3.0 or higher grade point average Desire to be in financial sales Actively involved in local community and exhibits leadership skills (e.g. fraternity/sorority involvement sports teams community service campus clubs associations etc. Must be driven have an entrepreneurial spirit and be resultsoriented - Excellent oral and written communication skills
ABOUT EQUITABLE
At Equitable were a team committed to helping our clients secure their financial wellbeing so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall wellbeing flexibility and a culture of collaboration and teamwork.
We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.
NOTE: Equitable participates in the EVerify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources ator email us at..
Required Experience:
Unclear Seniority
Employment Type
Full-Time
