Wealth Management Associate - MD Baltimore Columbia 2378
Wealth Management Associate - MD Baltimore Columbia 2378
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 250 - 1000
1 Vacancy
Job Description
Requirements
- Applicants must be authorized to work in the United States
- A fouryear college degree is preferred but not required
- We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
- We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding
- Resultsdriven highly motivated selfstarter 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 selfconfidence
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain longterm relationships
Compensation and Benefits
Entry level Financial Professionals start out in our Preliminary Employment Program (PEP) after obtaining required licenses and registrations and also have the potential to receive a signon payment ranging from $250 $1000. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Companys commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (PEP) Prospective Associate you will be eligible for medical insurance through our companysponsored Health Plan at your sole expense.
Upon successful completion of PEP you will be eligible to become a 20th Edition Financial Professional and in that role you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus 30 bonus as a of eligible paid firstyear commissions) or an annual base salary of $24000 with reduced commission.Commissions in both scenarios are calculated in accordance with the Companys commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62000 and for those in the top quartile among firstyear Financial Professionals it was $135000.
Upon successful completion of PEP you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional you would also be eligible to participate in a variety of 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; and Transportation Reimbursement Incentive Program (TRIP).
Equitable Advisors strategy begins with the needs goals and aspirations of those we serve. We strive to deliver amazing customer experience while building longterm relationships that emphasize trust guidance and technology to deliver customized financial strategies to our clients.
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.
Our people
Our Financial Professionals come from a variety of backgrounds including recent college grads career crossovers and experienced financial professionals yet they all share several key traits: demonstrated patterns of success values driven entrepreneurial mindset knack for networking and possess a desire to shape and protect their future as well as those they serve.
We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment
Our Diversity Equity and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our muchanticipated celebration of cultures and accomplishments at the annual Diversity Summit
Social impact and community engagement prosper thru our programs such as 1000 Hours of Giving Back sponsored by our Womens Network and Equitable Excellence providing 200 college scholarships annually
Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves
Training and support
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management product knowledge sales techniques market development role play and access to a full suite of remotework technology solutions. You will also upskill from participating in local and national development programs as well as jointwork opportunities for a handson experience.
Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.
Required Experience:
IC
Employment Type
Full Time
