Wealth Management Associate - AL, Birmingham (5143)

Equitable Advisors
Birmingham, AL
Category Finance
Job Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our mission is simple: to make a difference in the lives of others. We offer a structured path to becoming a wealth manager through licensing and employment.

Requirements

  • Build and nurture client relationships through networking events and portfolio management
  • Understand clients' financial objectives and risk tolerance to devise personalized strategies
  • Discuss financial products and services tailored to clients' unique situations
  • Bachelor's degree or equivalent skills and work experience
  • State Life & Health, SIE, Series 7, Series 66 licenses
  • Values-driven with a track record of success and accomplishment
  • Excellent interpersonal and communication abilities
  • Entrepreneurial spirit with a desire to positively impact others' lives
  • Ability to work with and learn from top performers

Benefits

  • Comprehensive benefits programs for eligible financial professionals
  • 401(k)
  • Employee Stock Purchase Plan (ESPP)
  • Disability insurance
  • Life insurance
  • Transportation Reimbursement Incentive Program (TRIP)
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