Future Advisor Training Program at Equitable

Erie, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Sep, 26

Salary

22.0

Posted On

06 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Financial Protection, Estate Planning, Client Presentation, Portfolio Research, Compliance, Sales Techniques, Financial Services

Industry

Financial Services

Description

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. What You'll Be Doing In this training program, participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth Management, Financial Protection products and strategies, and Estate Planning strategies. Participants will have the opportunity to be involved in a variety of activities: Learning how to prepare for meetings with clients and prospective clients Learning the importance of, and how to prepare, presentations to clients and prospective clients Learning how to research client portfolios and the importance of such research in the role of a Financial Professional Attending in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training Observing sales techniques to learn effective presentation skills Support DSF/ESF for events and business tasks/run reports for Units of 401K’s and 403B’s/help with 403B increase mailer/help with approved prospecting mailings Program details: Rate - $22/hr. Hours - up to 30 hours/week Location - Onsite (Mon-Fri) - 100 State Street, Suite 440 and Suite 510, Erie, PA 16507 Duration - 10 weeks What You'll Bring College students entering Junior or Senior year Ability to work up to 30 hours per week for a maximum of 10 weeks Business/Finance major or equivalent, as determined by the Executive Vice President in his/her sole discretion 3.0 or higher grade point average Desire to be in financial sales ABOUT EQUITABLE At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Responsibilities

Participants will learn about wealth management, financial protection, and estate planning through training and observation. Responsibilities include preparing client presentations, researching portfolios, and supporting business tasks for 401K and 403B units.