Wealth Management Associate with Leadership AmbitionEquitable Advisors • Tampa, FL, US
No longer accepting applications
Wealth Management Associate with Leadership Ambition
Equitable Advisors • Tampa, FL, US
30+ days ago
Job type
- Full-time
Job descriptionFour-year college degree preferred but not required Complete 12 months as entry-level Financial Professional meeting requirements and have a developed client base Must be licensed : State Life and Health, SIE, FINRA Series 7, 66, & 24 exams Ability to draw upon past / present experiences and acquaintances to develop markets and sustain long-term relationships Desire to help others plan for and protect their financial futures Knowledge of our products & services High degree of self-confidence but team-first attitude Authorized to work in the United States Leadership Development School Equitable Advisors' Virtual University Columbia Holistic Financial Coach Program Sponsorship for FINRA licensing Working closely with top leadership through 1 : 1 coaching Joint work and mentorship opportunities Personalized training and support in all areas important to building your business Opportunity to earn specialized designations such as Certified Financial Planner (CFP) Unlimited earning potential and comprehensive benefit plans sponsored by the company Work-life balance and access to a full suite of remote-work technology solutions
Wealth Management Associate with Leadership Ambition
Be among the first 25 applicants.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies, and commitment to our clients.
Daily Activities may include :
- Networking to discover new talent to grow your team
- Coaching from your experience & training to develop new Financial Professionals
- Collaborating with local leadership to strengthen values, mission, and vision
- Committing to personal and district goals consistent with branch and company strategy
- Supervisory skills ensuring compliance and brand are met
- Fostering diverse talent and enabling an inclusive work environment
- Teambuilding through culture and events
Requirements :
Training & Support :
Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!
If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC.
Seniority Level
Associate
Employment Type
Full-time
Job Function
Finance and Management
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Wealth Management Associate with Leadership Ambition • Tampa, FL, US
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