Wealth Management Associate - TN, Nashville (5230)

Equitable Advisors
Franklin, TN
Job Description
Equitable Advisors is a financial services company dedicated to helping individuals and families achieve financial wellness. We offer a structured path to becoming a wealth manager through licensing and employment, and are committed to making a positive impact in the lives of our clients and communities.

Requirements

  • 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

Benefits

  • Flexible schedule to maximize productivity and personal time
  • 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
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