Wealth Management Associate with Future Leadership Opportunity - FL Tampa, St. Petersburg, Sarasota (3981) at Equitable

United States

<p class="MsoNormal"><span style="font-size: 16px;"><strong>Leaders</strong> are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact &amp; help guide others to find their personal success.</span><o:p></o:p></p> <p class="MsoNormal"><span style="font-size: 16px;">Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.&nbsp;</span><o:p></o:p></p> <p class="MsoNormal"><strong><span style="font-size: 16px;">Daily Activities may include</span></strong><o:p></o:p></p> <ul style="margin-top: 0in;" type="disc"> <li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><span style="font-size: 16px;">Networking to discover new talent to grow your team&nbsp;</span><o:p></o:p></li> <li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><span style="font-size: 16px;">Coaching from your experience &amp; training to develop new Financial Professionals</span><o:p></o:p></li> <li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><span style="font-size: 16px;">Collaborating with local leadership to strengthen values, mission and vision</span><o:p></o:p></li> <li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><span style="font-size: 16px;">Committing to personal and district goals consistent with branch and company strategy</span><o:p></o:p></li> <li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><span style="font-size: 16px;">Supervisory skills ensuring compliance and brand are met</span><o:p></o:p></li> <li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><span style="font-size: 16px;">Fostering diverse talent and enabling an inclusive work environment</span><o:p></o:p></li> <li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><span style="font-size: 16px;">Teambuilding through culture and events</span></li> </ul><br><br><p class="MsoNormal" style="line-height:normal;margin-bottom:0in;"><span style="font-size:16px;"><strong>Requirements</strong><o:p></o:p></span></p><ul style="margin-top:0in;" type="disc"><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;"><span style="font-size:16px;">Four-year college degree preferred&nbsp;but not required<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;"><span style="font-size:16px;">Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;"><span style="font-size:16px;">Must pass FINRA Series 24 exam prior to stepping into leadership<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;"><span style="font-size:16px;">Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;"><span style="font-size:16px;">Desire to help others plan for and protect their financial futures<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;"><span style="font-size:16px;">Knowledge of our products &amp; services<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;"><span style="font-size:16px;">High degree of self-confidence but team first attitude<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;"><span style="font-size:16px;">Authorized to work in the United States<o:p></o:p></span></li></ul><p class="MsoNormal" style="line-height:normal;margin-bottom:0in;"><span style="font-size:16px;"><strong>Training &amp; Support</strong><o:p></o:p></span></p><ul style="margin-top:0in;" type="disc"><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;"><span style="font-size:16px;">Leadership Development School<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;"><span style="font-size:16px;">Equitable Advisors' Virtual University<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;"><span style="font-size:16px;">Columbia Holistic Financial Coach Program<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;"><span style="font-size:16px;">Sponsorship for FINRA licensing<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;"><span style="font-size:16px;">Working closely with top leadership thru 1:1 coaching<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;"><span style="font-size:16px;">Joint work and mentorship opportunities<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;"><span style="font-size:16px;">Personalized training and support in all areas important to building your business<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;"><span style="font-size:16px;">Opportunity to earn specialized designations such as Certified Financial Planner (CFP®)<o:p></o:p></span></li></ul><p class="MsoNormal" style="line-height:normal;margin-bottom:0in;"><span style="font-size:16px;"><strong>Compensation &amp; Benefits</strong><o:p></o:p></span></p><ul style="margin-top:0in;" type="disc"><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l1 level1 lfo3;tab-stops:list .5in;"><span style="font-size:16px;">Unlimited earning potential and&nbsp;comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance<o:p></o:p></span></li><li class="MsoNormal" style="line-height:normal;margin-bottom:0in;mso-list:l1 level1 lfo3;tab-stops:list .5in;"><span style="font-size:16px;">Work-life balance and access to a full suite of remote-work technology solution<o:p></o:p></span></li></ul><p class="MsoNormal" style="line-height:normal;margin-bottom:0in;"><span style="font-size:16px;">Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity &amp; inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth &amp; direction of this evolving industry!<o:p></o:p></span></p><p class="MsoNormal" style="line-height:normal;margin-bottom:0in;"><span style="font-size:16px;"><strong>If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!</strong></span><span style="font-size:9.0pt;"><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin;"><o:p></o:p></span></span></p><p style="font-family:Arial;"><span style="font-family:Calibri, sans-serif;font-size:12px;"><span style="line-height:107%25;">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 &amp; TN) is an equal opportunity employer.&nbsp; M/F/D/V. GE- 7559574.1(2/25)(Exp.2/29)</span></span></p>