Talent.com
Wealth Management Associate - VA Richmond, Falls Church (2620)
Wealth Management Associate - VA Richmond, Falls Church (2620)Equitable • Richmond, VA, UNITED STATES
Wealth Management Associate - VA Richmond, Falls Church (2620)

Wealth Management Associate - VA Richmond, Falls Church (2620)

Equitable • Richmond, VA, UNITED STATES
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves million clients nationwide. Our mission is simple : to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

  • 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
  • Location : In-office presence required
  • Work-Life Balance : Flexible schedule to maximize productivity and personal time

Qualifications

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
  • Stable Pay :  Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus : In addition to Stable Pay, 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 Impact & Culture

    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.

    Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M / F / D / V.

    serp_jobs.job_alerts.create_a_job

    Wealth Management Associate • Richmond, VA, UNITED STATES

    Job_description.internal_linking.related_jobs
    Community Leasing Associate - Affordable

    Community Leasing Associate - Affordable

    Fairfield Residential • Chester, VA, United States
    serp_jobs.job_card.full_time
    Community Leasing Associate - Affordable.At Fairfield, we are proud to be a leader in the multifamily housing industry.We are passionate about creating exceptional apartment living.Among the most e...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Multifamily-Development Associate - Richmond

    Multifamily-Development Associate - Richmond

    D.R. Horton • Richmond, VA, US
    serp_jobs.job_card.full_time
    Multifamily-Development Associate - Richmond.It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets.The Company als...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate, Tyrone Square

    Associate, Tyrone Square

    KnitWell Group • Petersburg, Virginia, USA
    serp_jobs.job_card.part_time
    Our founder Lena Bryant didnt set out to change fashion forever but thats exactly what she did.Lane Bryant remains the iconic plus-size brand. Empowering women is kind of our thing.Our inclusive com...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Management Associate, Production

    Management Associate, Production

    Martin Marietta • Doswell, VA, United States
    serp_jobs.job_card.full_time
    The Martin Marietta Management Associate Program is an investment in you.It is our way of selecting and developing the very best people, and it is your portal to a challenging and rewarding career....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor - Richmond, VA

    Financial Advisor - Richmond, VA

    North Star Resource Group • Richmond, VA, United States
    serp_jobs.job_card.full_time
    North Star Resource Group is looking to find a candidate for a financial advisor position in Richmond, VA.We are looking for a recent college graduate or a more experienced individual in a position...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Investment Banking Industrials M&A Associate (Global Advisory)

    Investment Banking Industrials M&A Associate (Global Advisory)

    Prospect Rock Partners • Richmond, Virginia, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Veteran & Military Spouse Talent Community

    Veteran & Military Spouse Talent Community

    CBRE • Richmond, VA, United States
    serp_jobs.job_card.full_time
    Veteran & Military Spouse Talent Community.Accounting / Finance, Administrative, Building Management, Capital Markets, Communications / Public Relations, Data & Analytics, Data Centers, Engineering / Mai...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Actuary

    Associate Actuary

    Munich RE • Richmond, VA, United States
    serp_jobs.job_card.full_time
    Amelia, United States; Akron, United States; Ann Arbor, United States; Athens, United States; Atlanta, United States; Augusta, United States. Bremen, United States; Carmel, United States; Cary, Uni...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor, Truist Investment Services, Richmond, VA

    Financial Advisor, Truist Investment Services, Richmond, VA

    Truist Inc • Richmond, VA, United States
    serp_jobs.job_card.full_time +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Actuary

    Associate Actuary

    Munich Re • Richmond, VA, United States
    serp_jobs.job_card.full_time
    Amelia, United States; Akron, United States; Ann Arbor, United States; Athens, United States; Atlanta, United States; Augusta, United States. Bremen, United States; Carmel, United States; Cary, Uni...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Family Medicine Residency Program Director Opening in Richmond, Indiana

    Family Medicine Residency Program Director Opening in Richmond, Indiana

    CompHealth • Richmond, US
    serp_jobs.job_card.full_time
    Richmond has twice been the recipient of the All-America City Award in recognition of citizens who tackle community-wide challenges and achieve uncommon results. It offers a high-quality primary sch...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Leasing Associate

    Leasing Associate

    Thalhimer • Richmond, VA, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Exciting Career Opportunity : Leasing Associate at The Biggs Building in Richmond, VA!.Thalhimer is looking to add a talented. If you're passionate about providing exceptional customer service and th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Financial Solutions Advisor Registration Candidate-Richmond, VA Market

    Financial Solutions Advisor Registration Candidate-Richmond, VA Market

    Bank of America • Richmond, VA, United States
    serp_jobs.job_card.full_time
    Financial Solutions Advisor Registration Candidate-Richmond, VA Market.To proceed with your application, you must be at least 18 years of age. To proceed with your application, you must be at least ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Entry-Level Marketing Associate

    Entry-Level Marketing Associate

    RVA • Richmond, VA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Our firm partners with nationally recognized nonprofit and charity organizations to increase community awareness, donor engagement, and long-term supporter relationships. As a leader in face-to-face...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Travel Occupational Therapist (OT) - $1,863 per week in Hopewell, VA

    Travel Occupational Therapist (OT) - $1,863 per week in Hopewell, VA

    AlliedTravelCareers • Hopewell, VA, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with TRS Healthcare to find a qualified Occupational Therapist (OT) in Hopewell, Virginia, 23860!. TRS Healthcare is seeking an experienced Rehab Unit Acute Occupation...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Asset Protection Associate

    Asset Protection Associate

    Walmart • Richmond, VA, US
    serp_jobs.job_card.full_time +1
    WM Supercenter #4476 14501 Hancock Village St Chesterfield, VA 23832-2776 CP-4476-9004.Shift may start between 4 : 00am - 9 : 00am. This role focuses on the safety and security of our associates, custom...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Financial Planning Associate

    Senior Financial Planning Associate

    ProspectBlue • Richmond, VA, United States
    serp_jobs.job_card.full_time
    Senior Financial Planning Associate.The Senior Financial Planning Associate will play a key role in supporting advisors and clients through the creation and presentation of comprehensive financial ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Policy Search Associate

    Policy Search Associate

    Chubb • Richmond, Virginia, USA
    serp_jobs.job_card.full_time
    The Policy Search Associate is responsible for effectively and accurately executing policy document requests submitted by various Chubb entities including but not limited to Brandywine Claims and R...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted