Entry Level - Wealth Management Associate Job at Equitable Advisors, Dallas, TX

bjFPZDNmWHdPM0R5RTB2bi9qNVA4Q1ZX
  • Equitable Advisors
  • Dallas, TX

Job Description

At Lemnis Capital, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our LC Elite Program is an established management track designed to help accelerate your success as a Wealth Management Associate.

After completing the necessary requirements of an Equitable Advisors Financial Professional, you have the opportunity to join the 2-year management track and be on the path to becoming a vice president or district manager for the affiliated broker dealer Equitable Advisors LLC. Equitable Advisors’ training systems are designed to provide you with the skills and tools you need to succeed:

  • Development sessions
  • Advanced coaching from peers, managers and executive leadership
  • Leadership development school
  • Professional Selling skills
  • Leadership meetings

Responsibilities

  • Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals
  • Ensuring compliance oversight and supervision
  • Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy
  • Demonstrates a high level of proficiency in their role as a Financial Professional.

Requirements

With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.

  • A four-year college degree is preferred but not required
  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • 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

Note -- applicants must be authorized to work in the United States.

Benefits

  • Compensation you control and a complete benefits package
  • Personalized and comprehensive training and support in all areas important to building your business
  • Sponsorship as well as coaching to obtain the licensing required for hire
  • Ability to focus in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
  • Ability to work jointly with senior joint-work partners and to be coached by top performers
  • Advancement and management opportunities
  • A work-life balance and access to a full suite of remote-work technology solutions

If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect!

The opportunity is that of a Financial Professional with Equitable Advisors, LLC and Equitable Network, LLC. 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. Lemnis Capital is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-7040032.1(10/24)(Exp.10/26)

Job Tags

Remote job,

Similar Jobs

Calculated Hire

Flight Instructor Job at Calculated Hire

The ATP/CTP Instructor conducts flight training in the virtual procedures trainer (VPT), full flight simulator and classroom ground training to bridge the gap between the knowledge of a commercial pilot and that expected of an ATP Certificate holder. This instructor will...

Pride Health

Receptionist Job at Pride Health

 ...Do you want to put your Clerical experience to good use in one of the best hospitals in NY? See below for an exciting Receptionist opportunity! Job Title: Receptionist Location: Atlantic City, NJ 08401 Pay Rate: $15.00/hr to $20.00/hr Shift: M-Th 8:30-4:30;... 

Johnson Controls

Welder Job at Johnson Controls

ESSENTIAL DUTIES AND RESPONSIBILITIES Threads the proper electrode wire through portable welding gun (MIG). Connects cables from welding unit to obtain amperage, voltage, slope, and pulse, occasionally specified by appropriate certified welding procedure(s). Starts...

Amazon Kuiper Manufacturing Enterprises LLC

Embedded Software Engineer Payload Security, Kuiper Job at Amazon Kuiper Manufacturing Enterprises LLC

 ...served communities around the world. In this role, you will be bringing that vision to life by architecting; developing and testing the embedded security systems software that provides the secured communications between the satellites to customer-terminals and the ground-... 

Graphic Solid Inks

Warehouse Associate Job at Graphic Solid Inks

 ...POSITION SUMMARY - FULL TIME IN ALPHARETTA, GA Must live local to Alpharetta, GA. The Warehouse Associate plays a vital role in daily warehouse operations, including receiving, order fulfillment, packaging, and inventory control. This position requires a dependable, detail...