Entry Level - Wealth Management Associate Job at Equitable Advisors, Dallas, TX

b21waHJma2NETktlcEVhRmxGOWpZUlpVaVE9PQ==
  • Equitable Advisors
  • Dallas, TX

Job Description

At Lemnis Capital, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our LC Elite Program is an established management track designed to help accelerate your success as a Wealth Management Associate.

After completing the necessary requirements of an Equitable Advisors Financial Professional, you have the opportunity to join the 2-year management track and be on the path to becoming a vice president or district manager for the affiliated broker dealer Equitable Advisors LLC. Equitable Advisors’ training systems are designed to provide you with the skills and tools you need to succeed:

  • Development sessions
  • Advanced coaching from peers, managers and executive leadership
  • Leadership development school
  • Professional Selling skills
  • Leadership meetings

Responsibilities

  • 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
  • Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy
  • Demonstrates a high level of proficiency in their role as a Financial Professional.

Requirements

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.

Benefits

  • 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 focus 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

If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect!

The opportunity is that of a Financial Professional with Equitable Advisors, LLC and Equitable Network, LLC. 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. Lemnis Capital is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-7040032.1(10/24)(Exp.10/26)

Job Tags

Remote job,

Similar Jobs

City Floor Supply

Delivery Driver and Warehouse Associate Job at City Floor Supply

 ...Role : Delivery Driver and Warehouse Associate Company : City Floor Supply Location : King of Prussia, Pennsylvania Job Type: Full-Time Compensation : $18.00 per hour, with overtime paid as time-and-a-half after 40 hours per week. Benefits available... 

Gustav Wolf GmbH

Sales Administrator Job at Gustav Wolf GmbH

 ...USA operation in Rome, GA serves elevator OEMs, distributors, construction, and specialtyrigging markets across North America. We pair German...  ..., customerfirst culture. Position Summary The Sales Administrator is the hub that keeps our sales engine running smoothly... 

ZRG Embedded Recruiting/RPO

Assembly Supervisor - 2nd Shift Job at ZRG Embedded Recruiting/RPO

 ...needed. Confidence in leading processes, overseeing projects, and seeking opportunities for improvement. Proven ability to collaborate with management to drive location performance. SUPERVISORY RESPONSIBILITY ~ Oversight of the Assembly Department.... 

Matern Staffing, Inc.

Warehouse Manager Job at Matern Staffing, Inc.

 ...seeking a dynamic and strategic leader to serve as the Director of Warehouse Operations for our client, supporting the efficient and high-...  ..., but may require flexibility for early mornings, evenings, weekends, or holidays based on operational needs. What Youll Do:... 

Medical Services of America

Registered Nurse Hospice Job at Medical Services of America

 ...Medi Home Health & Hospice , a division of Medical Services of America Inc., currently seeks an experienced Full-Time Registered Nurse for our Hospice patients in Culpeper (Madison, Greene, Orange, Fauquier, Prince William) VA. Provides services requiring substantial...