Talent.com
Wealth Management Associate
Wealth Management AssociateEquitable Advisors • Columbia, MD, United States
Wealth Management Associate

Wealth Management Associate

Equitable Advisors • Columbia, MD, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple : to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

  • Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation : Discuss financial products and services tailored to clients' unique situations
  • Location : In-office presence required
  • Work-Life Balance : Flexible schedule to maximize productivity and personal time

Skills & Experience

  • Education : Bachelor's degree or equivalent skills and work experience
  • Licensing : State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes : values-driven with a track record of success and accomplishment
  • Communication Skills : excellent interpersonal and communication abilities with strong self-confidence
  • Mindset : entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration : ability to work with and learn from top performers
  • Work Authorization : must be authorized to work in the United States

    • Training & Development

  • FINRA Sponsorship : provided for required FINRA licensing
  • Preliminary Employment Period (PEP) : comprehensive 120-day hands-on training
  • Virtual University : access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship : 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
  • Leadership Development : access to Leadership Development School for those with management ambition
  • Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

    • Compensation & 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. Stable pay is based on a structured 40-hour workweek with $36,500 annually.
  • Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits Eligibility : Eligible financial professionals can participate in our 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, as may be in effect from time to time.

    • Our Impact & Culture

    Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

    We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

    Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M / F / D / V. GE-7814315.1(4 / 25)(Exp.4 / 29)

    [job_alerts.create_a_job]

    Wealth Management Associate • Columbia, MD, United States

    [internal_linking.similar_jobs]
    Wealth Management Associate

    Wealth Management Associate

    The Strickland Group • Washington, DC, US
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    Wealth Management Associate – Lead with Vision, Drive Growth, and Create Lasting Impact!.Are you a visionary strategist with a passion for mentorship, leadership, and business growth ?.We are...[show_more]
    [last_updated.last_updated_30]
    Associate, Digital Strategy

    Associate, Digital Strategy

    Bully Pulpit International • Washington, DC, US
    [job_card.full_time]
    Bully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists.We come from politics, brands, and government and we communicate without barriers and measure w...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Engagement Manager (Cyber), Public Sector

    Engagement Manager (Cyber), Public Sector

    Scale AI, Inc. • Columbia, MD, United States
    [job_card.full_time]
    Scale AI is at the forefront of the AI revolution, helping the U.AI across national security missions.We're building enterprise-grade generative AI solutions and delivering them into operational us...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Asset Management

    Associate, Asset Management

    Ancora Partners • Washington, DC, US
    [job_card.full_time]
    Title : Associate, Asset Management.Reports To : EVP, Head of Asset Management & Leasing.Ancora is a premier investment manager of real estate and infrastructure associated with or proximate to a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Field Sales Representative / Ting Fiber Ambassador

    Field Sales Representative / Ting Fiber Ambassador

    Tucows Inc. • Westminster, MD, US
    [job_card.full_time]
    Ting Internet is a leading fiber Internet provider in the United States, delivering future-proof internet in over a dozen Ting Towns across the country. As part of Tucows (NASDAQ : TCX, TSX : TC), Ting ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - DC region

    Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - DC region

    Empower Retirement • Washington, DC, United States
    [job_card.full_time]
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director, US and HQ People Operations

    Associate Director, US and HQ People Operations

    HIAS Inc • Silver Spring, MD, US
    [job_card.full_time]
    The Associate Director of People Operations is responsible for leading and managing people operations for U.This role ensures the effective delivery of HR services, compliance with employment laws,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Master Social Worker

    Licensed Master Social Worker

    INSPIRATION WELLNESS • Mount Airy, MD, US
    [job_card.full_time]
    Licensed Master Social Worker (LMSW) - Contract Opportunity.Licensed Master Social Worker (LMSW).This is an exciting opportunity for a clinician to build a flexible, hybrid practice with the securi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • Washington, DC, US
    [job_card.permanent]
    [filters_job_card.quick_apply]
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...[show_more]
    [last_updated.last_updated_30]
    Field Sales Representative / Ting Fiber Ambassador

    Field Sales Representative / Ting Fiber Ambassador

    Tucows • Westminster, MD, US
    [job_card.full_time]
    Ting Internet is a leading fiber Internet provider in the United States, delivering future-proof internet in over a dozen Ting Towns across the country. As part of Tucows (NASDAQ : TCX, TSX : TC), Ting ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate - PhD

    Associate - PhD

    Cornerstone Research • Washington, DC, United States
    [job_card.full_time]
    US-CA-San Francisco and Silicon Valley | US-MA-Boston | BE-Brussels | US-IL-Chicago | UK-London | US-CA-Los Angeles | US-NY-New York | US-DC-Washington. Cornerstone Research provides economic and fi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Management Associate

    Wealth Management Associate

    Equitable Advisors • Columbia, MD, US
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Field Sales Representative / Ting Fiber Ambassador

    Field Sales Representative / Ting Fiber Ambassador

    Ting Internet • Westminster, MD, US
    [job_card.full_time]
    Ting Internet is a leading fiber Internet provider in the United States, delivering future-proof internet in over a dozen Ting Towns across the country. As part of Tucows (NASDAQ : TCX, TSX : TC), Ting ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Development Associate (Education Market)

    Business Development Associate (Education Market)

    The Hanover Research Council • Arlington, VA, United States
    [job_card.full_time]
    The Business Development Associate is responsible for generating new business opportunities within the K-12 and Higher Education markets. Business Development Associates perform phone and email outr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Representative - Floater (Mount Airy Branch)

    Client Service Representative - Floater (Mount Airy Branch)

    Atlantic Union Bank • Mount Airy, MD, United States
    [job_card.full_time]
    The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales / service solutions, as well as handle teller transactions.The Client Services R...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Planning Associate

    Wealth Planning Associate

    International Search Consultants • Washington, DC, US
    [job_card.full_time]
    Wealth Planning Associate — Washington, DC (Hybrid : Two Days in Office).ISC’s team of Financial Services Recruiters is partnering with a. This is an established, independent firm serving...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Strategy Associate

    Strategy Associate

    EMC Research • Washington, DC, United States
    [job_card.full_time]
    National Polling and Market Research firm seeks.Strategy Associate (Pacific Time).Our mission is : to partner with our clients to solve problems through well-executed research conducted by curious a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor

    Wealth Advisor

    Curi Capital • Washington, DC, US
    [job_card.full_time]
    Chicago / Denver / Michigan / Minnesota / Oakbrook Terrace / Raleigh / Washington D.Milwaukee / Lake Forest / Jackson Hole. Strong preference of working 3 days in the office.Salary + Target Bonus - $115,00...[show_more]
    [last_updated.last_updated_30] • [promoted]