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Wealth Management Associate - VP Mentorship Program - Columbia, MD

Company: Equitable Advisors
Location: Columbia
Posted on: March 20, 2023

Job Description:

About:Here at Equitable, we value your ambition! Equitable is currently seeking someone to join our team as an Entry Level - Wealth Management VP professional to fast track their career into Management within 24 months. As an Equitable Advisors' Professional, you will:

  • Go through our Leadership Development School, Management Development School, and learn how to build a book of business
  • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Contact clients periodically to determine if there have been changes in their financial status
  • Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
  • Sell financial products and services including life insurance, annuities and investment options
  • Begin the process of leading a team of Financial Advisors to help them achieve their goalsWhat it takes to be a Financial Advisor
    • A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
    • If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
    • 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
    • Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance.
    • Must be authorized to work in the United States
    • MBA, JD, CFP--, CPA or ChFC, a plus

Keywords: Equitable Advisors, Baltimore , Wealth Management Associate - VP Mentorship Program - Columbia, MD, Executive , Columbia, Maryland

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