Job Details
Here at Equitable, we value your ambition! Equitable is currently seeking someone to join our team as a Wealth Management Associate, with an opportunity to a VP professional to fast track their career into Management within 24 months. As an Equitable Advisors Professional, you will:
- Go through our Leadership Development School, Management Development School, and learn how to build a book of business
- Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
- Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
- Contact clients periodically to determine if there have been changes in their financial status
- Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
- Sell financial products and services including life insurance, annuities and investment options
- Begin the process of leading a team of Financial Advisors to help them achieve their goals