Top 10 Equitable advisors Jobs in Wellesley, Ma

Wealth Management Associate
Equitable Advisors —Wellesley Hills, MA
- $45,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
5h
Retirement Planner - Retirement Benefits Group
Equitable Advisors —Boston, MA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Boston, MA
- $24,000 a year
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Employee stock purchase plan
- Disability insurance
Financial Professional - Retirement Benefits Group
Equitable Advisors —Boston, MA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance

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Equitable Advisors —Columbus, OH
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Wealth Management Associate

Equitable Advisors -
Wellesley Hills, MA

Quick Apply

Job Details

Full-time
$45,000 - $200,000 a year
5 hours ago

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Financial planning services
Matching gift program
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer communication
Wealth management
Teamwork
Series 7
Bachelor's degree
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

Client Engagement: Cultivate and expand your network within established markets
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities

Skills & Experience

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

Training & Development

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

Compensation & Benefits

Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP

Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management

Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.

Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Pay: $45,000.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible spending account
Health insurance
Health savings account
Life insurance
Matching gift program
Professional development assistance
Retirement plan
Vision insurance

Work Location: Hybrid remote in Wellesley Hills, MA 02481

Quick Apply

Refine Your Search

equitable advisors jobs in wellesley, ma

Wealth Management Associate

Retirement Planner - Retirement Benefits Group

Wealth Management Associate - Retirement Benefits Group

Financial Professional - Retirement Benefits Group

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