DallasRecruiter Since 2001
the smart solution for Dallas jobs

Entry Level Wealth Management Advisor (Management Trainee Program)

Company: Equitable Advisors
Location: Dallas
Posted on: January 16, 2022

Job Description:

You are a leader. -You have the vision to chart long-term strategies and the persistence to put those strategies into practice. -We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future.

Equitable Advisors is a dynamic and growing financial services company, has an immediate opening for a District Manager. The individual selected will be responsible for building and implementing a marketing and business plan committed to long-term growth and productivity goals.

Key responsibilities include:
- - - - - - -Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy.
- - - - - - -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.

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.

What Equitable Advisors Offers
- - - - - - -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 specialize 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

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. -Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V GE-3702643 (08/21) (Exp.08/23)

Keywords: Equitable Advisors, Dallas , Entry Level Wealth Management Advisor (Management Trainee Program), Executive , Dallas, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Dallas RSS job feeds