Wealth Management Associate with Future Leadership Opportunity - FL Tampa, St. Petersburg, Sarasota (3981) presso Equitable Advisors
Equitable Advisors · Tampa, Stati Uniti d'America · Onsite
- Junior
- Ufficio in Tampa
Leaders 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 & help guide others to find their personal success.
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.
Daily Activities may include
- Networking to discover new talent to grow your team
- Coaching from your experience & training to develop new Financial Professionals
- Collaborating with local leadership to strengthen values, mission and vision
- Committing to personal and district goals consistent with branch and company strategy
- Supervisory skills ensuring compliance and brand are met
- Fostering diverse talent and enabling an inclusive work environment
- Teambuilding through culture and events
%3Cp class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;%22%3E%3Cspan style=%22font-size:16px;%22%3E%3Cstrong%3ERequirements%3C/strong%3E%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/p%3E%3Cul style=%22margin-top:0in;%22 type=%22disc%22%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EFour-year college degree preferred%26nbsp;but not required%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EComplete 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%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EMust pass FINRA Series 24 exam prior to stepping into leadership%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EAbility to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EDesire to help others plan for and protect their financial futures%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EKnowledge of our products %26amp; services%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EHigh degree of self-confidence but team first attitude%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l2 level1 lfo1;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EAuthorized to work in the United States%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3C/ul%3E%3Cp class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;%22%3E%3Cspan style=%22font-size:16px;%22%3E%3Cstrong%3ETraining %26amp; Support%3C/strong%3E%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/p%3E%3Cul style=%22margin-top:0in;%22 type=%22disc%22%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3ELeadership Development School%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EEquitable Advisors%27 Virtual University%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EColumbia Holistic Financial Coach Program%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3ESponsorship for FINRA licensing%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EWorking closely with top leadership thru 1:1 coaching%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EJoint work and mentorship opportunities%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EPersonalized training and support in all areas important to building your business%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l0 level1 lfo2;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EOpportunity to earn specialized designations such as Certified Financial Planner (CFP®)%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3C/ul%3E%3Cp class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;%22%3E%3Cspan style=%22font-size:16px;%22%3E%3Cstrong%3ECompensation %26amp; Benefits%3C/strong%3E%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/p%3E%3Cul style=%22margin-top:0in;%22 type=%22disc%22%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l1 level1 lfo3;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EUnlimited earning potential and%26nbsp;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%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;mso-list:l1 level1 lfo3;tab-stops:list .5in;%22%3E%3Cspan style=%22font-size:16px;%22%3EWork-life balance and access to a full suite of remote-work technology solution%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/li%3E%3C/ul%3E%3Cp class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;%22%3E%3Cspan style=%22font-size:16px;%22%3EEquitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity %26amp; 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 %26amp; direction of this evolving industry!%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNormal%22 style=%22line-height:normal;margin-bottom:0in;%22%3E%3Cspan style=%22font-size:16px;%22%3E%3Cstrong%3EIf you are looking to expand your scope of impact with the support of a leading wealth management firm; let%27s connect!%3C/strong%3E%3C/span%3E%3Cspan style=%22font-size:9.0pt;%22%3E%3Cspan style=%22mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin;%22%3E%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/span%3E%3C/p%3E%3Cp style=%22font-family:Arial;%22%3E%3Cspan style=%22font-family:Calibri, sans-serif;font-size:12px;%22%3E%3Cspan style=%22line-height:107%;%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- 7559574.1(2/25)(Exp.2/29)%3C/span%3E%3C/span%3E%3C/p%3E Candidarsi ora