Equitable

Entry Level Wealth Manager

Equitable

full-time

Posted on:

Location Type: Hybrid

Location: Secaucus • New Jersey • United States

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Salary

💰 $33,400 per year

Job Level

Entry Level

About the role

  • Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
  • Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
  • Discuss financial products and services tailored to clients' unique situations.
  • Flexible schedule to maximize productivity and personal time.

Requirements

  • Education: Bachelor's degree or equivalent skills and work experience.
  • Licensing: State Life & Health, SIE, Series 7, Series 66.
  • Work Authorization: must be authorized to work in the United States.
Benefits
  • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
  • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional.
  • Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, 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.
  • Comprehensive benefits programs 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.
  • 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.
  • Access to Leadership Development School for those with management ambition.
  • Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client relationship managementnetworkingcommunicationprogress trackingfinancial strategy developmentpersonalized recommendationsguidance
Certifications
State Life & HealthSIESeries 7Series 66