Future Advisor Program â2025 Summer Internship
Future Advisor Program â2025 Summer Internship
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Job Description
Future Advisor Program Requirements
- 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 results-oriented
- Established oral and written communication skills
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.) are Equal Opportunity Employers M/F/D/V. AGE-5950013.1(9/23)(exp.9/25)
Skills
Data Gathering and Reporting: Knowledge of tools techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
Document Management: Knowledge of document management; ability to categorize integrate update document and distribute business information in a secure effective way.
Effective Communications: Understanding of effective communication concepts tools and techniques; ability to effectively transmit receive and accurately interpret ideas information and needs through the application of appropriate communication behaviors.
Knowledge of Organization: Knowledge of the organizations vision structure culture philosophy operating principles values and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives projects groups or activities making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies practices and tools for administering projects.
ABOUT EQUITABLE
At Equitable were a team of over ten thousand strong; committed to helping our clients secure their financial well-being 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 well-being 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 E-Verify 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 at or email us at .
#LI-Anchor
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 well-being 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 Program Description:
- In this internship training program participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses in 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 Professional
- Attending in-house 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 self-paced virtual and branch training in the following categories:
- Selling Skills
- Market Development
- Product Knowledge
- Practice Management
Program details:
- Weekly hours: 20-40 hours/week
- Dates: 8 to12 week program starting in July 2025
- Hourly Rate: $20/hr
- Location: Miami Florida - South Florida Branch
- In Office Schedule: This team member will be working in the office 5 days per week.
Required Experience:
Intern
Employment Type
Full-Time
