Entry Level Wealth Management Associate

Overview

Financial Consultant | Wealth Management | Navigating Business Owners Toward Retirement Solutions | Inspiring Others in All Walks of Life

At Lemnis Capital, in alliance with Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our LC Elite Program is an established management track designed to help accelerate your success as a Wealth Management Associate.

After completing the necessary requirements of a Equitable Advisors Financial Professional, you have the opportunity to join our 2-year management track and be on the path to becoming a vice president or district manager. Equitable Advisors’ training systems are designed to provide you with the skills and tools you need to succeed.

Direct message the job poster from Equitable Advisors

Base pay range: $27,200.00/yr - $/yr

Note -- applicants must be authorized to work in the United States.

• Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals
• Ensuring compliance oversight and supervision
• Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy
• Demonstrates a high level of proficiency in their role as a Financial Professional

• A four-year college degree is preferred but not required
• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
• Results-driven, highly motivated, self-starter 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 self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support in all areas important to building your business
• Sponsorship as well as coaching to obtain the licensing required for hire
• Ability to focus in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
• Ability to work jointly with senior joint-work partners and to be coached by top performers
• Advancement and management opportunities
• A work-life balance and access to a full suite of remote-work technology solutions
• Note:
  
  sponsors/requirements may apply; verify current licensing requirements with the recruiter

• Eligibility:
  Applicants must be authorized to work in the United States
• Equipment:
  Remote-work technology available

• Seniority level:
  Entry level

• Employment type:
  
  Full-time

• Job function:
  Finance, Sales, and Marketing
• Industries:
  Financial Services and Insurance

Referrals increase your chances of interviewing at Equitable Advisors by 2x

Vision insurance

401(k)

Medical insurance

Pension plan

Tuition assistance

Paid paternity leave

Paid maternity leave

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