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For Companies At a Glance
- Tasks: Join us as a Wealth Management Associate, helping clients secure their financial futures.
- Company: Equitable Advisors is a leading wealth management firm dedicated to client success and community impact.
- Benefits: Enjoy flexible work-life balance, health coverage, 401(k) matching, and professional development opportunities.
- Why this job: Make a real difference in people's lives while growing your career in a supportive, diverse environment.
- Qualifications: No prior experience needed; just bring your entrepreneurial spirit and passion for finance.
- Other info: We offer training, mentorship, and pathways to leadership roles within our inclusive culture.
The predicted salary is between 60000 - 90000 £ per year.
Overview
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address evolving financial needs throughout lifetimes.
We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
Responsibilities
- Support clients with wealth management needs and financial planning services.
- Participate in initial and ongoing training to develop client relationship management, product knowledge, market development, and communication skills.
- Engage in local and national development programs and joint-work opportunities for hands-on experience.
- Assist in navigating FINRA registration requirements and state licensing needs as part of a sponsored program.
Qualifications
- Interest in pursuing professional designations such as CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Consultant (ChFC).
- Willingness to engage in ongoing education and career development.
- Entrepreneurial mindset with strong networking and relationship-building abilities.
Training and Development
We sponsor your pursuit of licensing requirements and provide an entry-level training curriculum to empower you with skills for success, including client relationship management, product knowledge, market development, role play, and access to remote-work technology solutions. You will upskill through local and national development programs and joint-work opportunities.
Benefits and compensation
- Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage, vision care, 401(k) with company match, Employee Stock Purchase Plan (ESPP), disability programs, life insurance, and transportation reimbursement.
EEO and disclosures
Equitable Advisors, LLC, (NY, NY 212-314-4600) is a member of FINRA and SIPC. Equal Opportunity Employers M/F/D/V.
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Wealth Management Associate employer: Equitable Advisors
Contact Detail:
Equitable Advisors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Associate
✨Tip Number 1
Network with professionals in the wealth management field. Attend industry events, webinars, or local meetups to connect with current employees at Equitable Advisors and learn more about their experiences. This can give you valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the financial products and services offered by Equitable Advisors. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the company and its mission.
✨Tip Number 3
Engage with Equitable Advisors on social media platforms. Follow them on LinkedIn, Twitter, and Facebook to stay updated on their latest news and initiatives. Commenting on their posts can also help you get noticed by their hiring team.
✨Tip Number 4
Prepare for potential role-play scenarios during interviews. Since the position involves client relationship management, practising how to handle various client situations can showcase your readiness and adaptability in a real-world setting.
We think you need these skills to ace Wealth Management Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Wealth Management Associate position. Understand the key responsibilities and required skills, and think about how your background aligns with these.
Tailor Your CV: Customise your CV to highlight relevant experiences and skills that match the job requirements. Use keywords from the job description to ensure your application stands out to recruiters.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are passionate about wealth management and how you can contribute to Equitable Advisors. Mention any relevant experiences or achievements that demonstrate your suitability for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail and professionalism, which are crucial in the finance industry.
How to prepare for a job interview at Equitable Advisors
✨Understand the Company’s Mission
Before your interview, take some time to research Equitable Advisors and their mission to help clients secure their financial well-being. Being able to articulate how your values align with theirs will show that you are genuinely interested in the role.
✨Showcase Your Networking Skills
As a Wealth Management Associate, networking is key. Prepare examples of how you've successfully built relationships in the past, whether through internships, university events, or personal initiatives. This will demonstrate your entrepreneurial mindset and knack for networking.
✨Prepare for Role-Play Scenarios
Expect to engage in role-play during the interview to assess your client relationship management skills. Practice common scenarios you might encounter as a financial professional, such as handling client objections or presenting financial solutions.
✨Highlight Your Commitment to Continuous Learning
Equitable Advisors values ongoing education and professional development. Be ready to discuss any relevant courses, certifications, or training you’ve pursued, and express your enthusiasm for furthering your knowledge in finance and wealth management.
