WEALTH MANAGEMENT ASSOCIATE -CHARLOTTE, RALEIGH & WILMINGTON, NC; GREENVILLE, SC (2548)
Company: Equitable Services
Location: Charlotte
Posted on: September 28, 2024
|
|
Job Description:
Wealth Management Associate -Charlotte, Raleigh & Wilmington,
NC; Greenville, SC (2548) ( 2100005D )Primary Location: UNITED
STATES-NC-CharlotteOther Locations: UNITED STATES-NC-Wilmington,
UNITED STATES-NC-Raleigh, UNITED STATES-SC-GreenvilleOrganization:
Equitable AdvisorsDescriptionEquitable Advisors, The Opportunity
for WomenThe Financial Professional (FP) career is a
relationship-driven role that provides the opportunity to help
individuals and families make financial decisions towards living a
fulfilled life. Equitable Advisors believe in teamwork,
collaboration, and rewarding work. That is why we offer so many
ways to strengthen relationships with colleagues, invest in
yourself, be a trusted resource to clients and give back to your
community.Flexibility & ControlCreate your own schedule and balance
the demands of personal and professional lifeControl how you build
your business and the clientele you serveWomen centric benefits:
parental bonding leave for benefits eligible FPs, Family support
benefits including adoption, back-up care, dependent tutoring
services, paid caregiver leaveCultureDEI Initiatives: gender equal
world, women's breakout session at annual Diversity SummitWomen's
Network Employee Resource Group: women's mentoring, career
excellence, personal wellness, giving back 1,000 hours to the
communityWomen in leadership roles: Complex president, branch
manager, district managers, national honor guard
presidentImpactWomen managed wealth is growing 1 - times faster
than other wealth. 1Women now control more than 50% of personal
wealth in the United States. 170% of women prefer to work with a
female financial professional. 2Women will control more than $30
trillion in U.S. financial assets by 2030. 3QualificationsTraining
and supportTo get started as a Financial Professional, Equitable
Advisors will sponsor your pursuit of the FINRA licensing
requirements as well as help you navigate state licensing needs.Our
entry level Financial Professional training curriculum is designed
to empower you with the skills and tools needed for success: client
relationship management, product knowledge, sales techniques,
market development, role play and access to a full suite of
remote-work technology solutions. You will also upskill from
participating in local and national development programs as well as
joint-work opportunities for a hands-on experience. Our exclusive
Holistic Financial Coach Program is open to Financial Professionals
meeting the required production level, manager approval, additional
training time and cost.Benefits and compensationCompensation
options you control and a comprehensive benefits package for
eligible individuals: health and dental coverage options, vision
care coverage, 401(k) Plan with company match; Employee Stock
Purchase Plan (ESPP); Short- and Long-Term Disability Programs;
Basic Group Life Insurance; and Transportation Reimbursement
Incentive Program ("TRIP").Equitable Advisors ' strategy begins
with the needs, goals, and aspirations of those we serve. We strive
to deliver amazing customer experiences while building long-term
relationships that emphasize trust, guidance, and technology to
deliver customized financial strategies to our clients. Leave a
legacy of helping others secure their financial well-being while
advancing your own income potential and professional development.1)
Women and wealth: How to build a more prosperous future November
30, 20212)
https://www.fa-mag.com/news/female-advisors-are-the-future-of-wealth-management-now-67909.html3)
https://www.cnbc.com/2022/05/03/money-decisions-by-women-will-shape-the-future-for-the-united-states.htmlEquitable
Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable
Financial Advisors in MI & TN) // Equitable Network, LLC //
Equitable Network Insurance Agency of California, LLC; Equitable
Network Insurance Agency of Utah, LLC; Equitable Network of Puerto
Rico, Inc. Equal Opportunity Employers M/F/D/V. Equitable is the
brand name of the retirement and protection subsidiaries of
Equitable Holdings, Inc., including Equitable Financial Life
Insurance Company (Equitable Financial) (NY, NY) GE-2456831.5
(8/23)(Exp.8/25)Req ID: 2100005D
Keywords: Equitable Services, Charlotte , WEALTH MANAGEMENT ASSOCIATE -CHARLOTTE, RALEIGH & WILMINGTON, NC; GREENVILLE, SC (2548), Executive , Charlotte, North Carolina
Click
here to apply!
|