Wealth Management Associate - IL, Oak Brook (5183)

Wealth Management Associate role at Equitable Advisors, dedicated to helping individuals and families achieve financial wellness through networking, portfolio management, and personalized strategies.

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
• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success and accomplishment
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

Benefits

• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement
• Stable Pay: biweekly stable pay for up to 24 months as a financial professional
• Commissions and Bonus: eligible to earn commissions and bonus
• Benefits Eligibility: comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)