Wealth Management Associate - NY, Albany, Buffalo, Rochester, Syracuse; PA, Erie, Pittsburgh (3963)
Company: Equitable
Location: Buffalo
Posted on: May 24, 2023
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Job Description:
Description
Why Equitable Advisors?
Equitable Advisors, a provider of investment and insurance
strategies, can help people define and pursue their life,
retirement and estate planning strategy goals. Our vision,
resources, fundamental belief in training, and the importance of
trusted financial professional relationships help our clients
understand that we strive to be the leading choice for people who
seek an experienced financial professional. This remains true for
our financial professionals, who can be rewarded personally,
professionally and monetarily.
Our Vision
Our strategy begins and ends with our customers' needs, goals and
aspirations. We seek to provide long-term relationships and
emphasize guidance, technology and performance to deliver
customized strategies to consumers. Our thinking is vast, yet our
customer-centric focus demands that we seek to meet individual
needs on a one-on-one basis.
Our People
The people who join us come from a wide variety of backgrounds, yet
they share several important traits. They're goal oriented,
results-driven professionals who possess an entrepreneurial spirit
and a passion for winning. They have demonstrated patterns of
success and desire an opportunity for high income potential. Many
of our candidates are well known in their communities - in
financial, civic and educational circles or through professional
and social organizations. Although not a necessity, many possess a
"natural market" of friends, family members and professional
contacts who may very well be in need of professional financial
guidance. A significant number of our financial professionals have
attained one or more coveted professional designations, such as
CERTIFIED FINANCIAL PLANNER--- professional or Chartered Financial
Consultant. Some even have a background or training in the fields
of law or accounting. Join Equitable Advisors and you could be
working side by side with some of the leading minds in the
business.
Our Training Program
At Equitable Advisors, we consider extensive, lifelong training to
be one of our key competitive advantages. We're committed to
acquiring and leveraging every bit of intelligence available to
grow the company. New Financial Professionals focus on the core
competencies needed to learn the various aspects of the profession,
while more experienced professionals enhance their knowledge and
skills and pursue professional designations including CERTIFIED
FINANCIAL PLANNER--- professional (CFP -) and Chartered Financial
Consultant (ChFC).
Certified Financial Planner Board of Standards, Inc. owns the
certification marks CFP - and CERTIFIED FINANCIAL PLANNER---, which
it awards to individuals who successfully complete initial and
ongoing certification requirements.
Our Compensation Program
Let's face it. You can't attract quality people with a second-best
compensation package. As an Equitable Advisors Financial
Professional, you'll have operational flexibility while being
backed by the vast resources and marketing experience of one of the
world's premier financial service organizations. If selected,
you'll have access to a competitive compensation package that
consists of a base pay or full commission model, financial planning
fees (upon meeting proper registration/credentialing requirements)
and a potential bonus for eligible individuals. You will also
benefit from an excellent comprehensive benefits package for
eligible individuals (certain age and service requirements may
apply): health and dental coverage options, vision care coverage,
stock purchase program, pension and 401(k) (including company-paid
profit sharing feature) plan, short-term and, later, long-term
disability income insurance coverage options, group term life and
optional group universal life insurance coverage.
Qualifications
Our Requirements
To qualify, you should preferably have a college degree and a
personal history of success. You should be a self-starter, possess
unequivocal honesty and integrity and be highly motivated in
helping others achieve financial independence. Strong interpersonal
and communication skills and FINRA Series 7 and 63 registrations
are preferred. A background in law, accounting, banking, brokerage
or executive management will be particularly useful. An advanced
degree or designation (MBA, JD, CFP -, CPA, ChFC) is a plus.
At Equitable Advisors, we consider ourselves challengers, dreamers
and go-getters. With a rich history, our commitment to helping
people pursue what's possible has never been stronger. Together, we
guide clients forward with courage, strength and wisdom - and
support them in making the choices that lead to a fulfilled life -
with our financial professionals as the cornerstone of our success.
Apply now for immediate consideration.
Seek a greater challenge and be life confident.
Securities offered through Equitable Advisors, LLC (NY, NY (212)
314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI &
TN). Investment advisory products and services offered through
Equitable Advisors, LLC, an SEC-registered investment advisor.
Annuity and insurance products offered through Equitable Network,
LLC. Equitable Advisors is an Equal Opportunity Employer M/F/D/V.
GE-3702617 (08/21) (Exp. 08/23)
Keywords: Equitable, Buffalo , Wealth Management Associate - NY, Albany, Buffalo, Rochester, Syracuse; PA, Erie, Pittsburgh (3963), Executive , Buffalo, New York
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