Wealth Management Associate - HI, Honolulu (4032) bei Equitable Advisors

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 U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 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

%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3ESkills %26amp; Experience%3C/b%3E%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/p%3E%0A%3Cul style=%22margin-top: 0in;%22 type=%22disc%22%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l2 level1 lfo1; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EEducation%3C/b%3E:%26nbsp;Bachelor%27s degree or equivalent skills and work experience%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l2 level1 lfo1; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3ELicensing%3C/b%3E:%26nbsp;State Life %26amp; Health, SIE, Series 7, Series 66%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l2 level1 lfo1; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EPersonal Attributes%3C/b%3E:%26nbsp;values-driven with a track record of success and accomplishment%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l2 level1 lfo1; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3ECommunication Skills%3C/b%3E:%26nbsp;excellent interpersonal and communication abilities with strong self-confidence%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l2 level1 lfo1; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EMindset%3C/b%3E:%26nbsp;entrepreneurial spirit with a desire to positively impact others%27 lives%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l2 level1 lfo1; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3ECollaboration%3C/b%3E:%26nbsp;ability to work with and learn from top performers%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l2 level1 lfo1; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EWork Authorization%3C/b%3E:%26nbsp;must be authorized to work in the United States%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3ETraining %26amp; Development%3C/b%3E%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/p%3E%0A%3Cul style=%22margin-top: 0in;%22 type=%22disc%22%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l0 level1 lfo2; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EFINRA Sponsorship%3C/b%3E: provided for required FINRA licensing%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l0 level1 lfo2; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EPreliminary Employment Period (PEP)%3C/b%3E:%26nbsp;comprehensive 120-day hands-on training%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l0 level1 lfo2; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EVirtual University%3C/b%3E:%26nbsp;access to Equitable Advisors%27 Virtual University for continuous learning%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l0 level1 lfo2; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EMentorship%3C/b%3E:%26nbsp;opportunities for joint work and mentorship%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l0 level1 lfo2; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EPersonalized Coaching%3C/b%3E: 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%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l0 level1 lfo2; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3ELeadership Development%3C/b%3E:%26nbsp;access to Leadership Development School for those with management ambition%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l0 level1 lfo2; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EProfessional Growth%3C/b%3E:%26nbsp;encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER%26trade; (CFP%26reg;), Chartered Financial Consultant (ChFC) and Equitable Advisors%26rsquo; own Credentialed Holistic Financial Coach program %3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3ECompensation %26amp; Benefits%3C/b%3E%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/p%3E%0A%3Cul style=%22margin-top: 0in;%22 type=%22disc%22%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l1 level1 lfo3; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3ESign-On Payment Eligibility%3C/b%3E:%26nbsp;%24250-%241,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l1 level1 lfo3; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EStable Pay%3C/b%3E:%26nbsp;After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with %2439,000 annually.%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l1 level1 lfo3; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3ECommissions and Bonus%3C/b%3E: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli class=%22MsoNormal%22 style=%22mso-list: l1 level1 lfo3; tab-stops: list .5in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EBenefits Eligibility%3C/b%3E: Eligible financial professionals can participate in our comprehensive benefits programs 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.%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3EOur Impact %26amp; Culture%3C/b%3E%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/p%3E%0A%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-size: 16px;%22%3EEquitable 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 %221,000 Hours of Giving Back,%22 sponsored by our Women%26rsquo;s Network, and %26ldquo;Equitable Excellence,%26rdquo; which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. %3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/p%3E%0A%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-size: 16px;%22%3EWe are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/p%3E%0A%3Cp style=%22font-family: Arial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22line-height: 107%; font-family: Aptos, sans-serif;%22%3EEquitable 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 %26amp; TN) is an equal opportunity employer.%26nbsp; M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)%3C/span%3E%3C/span%3E%3C/p%3E Jetzt bewerben