Job Information
Equitable Future Advisor Program (Onsite) in Wellesley, Massachusetts
Future Advisor Program (Onsite) ( 240000DU )
Primary Location : UNITED STATES-MA-Wellesley
Organization : Equitable
Schedule : Full-time
Description
At Equitable, our power is in our people.
We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities.
Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking.
Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.
The New England Branch of Equitable Advisors has been a constant in Massachusetts, New Hampshire, and Rhode Island communities for over 80 years. Situated in, and reflective of the communities they serve, our offices in Portsmouth, Warwick, and Wellesley house over 100 Financial Professionals and Staff support members and have an additional 100 team members integrated throughout the region.
Are you ready to join an organization that will help unlock your potential?
The New England Branch is seeking a Top Level College Student who is interested in pursuing a career as a Financail Professional with Equitable Advisors.Through the FA Training Program, the FA will be given a broad overview of the career as an FP and will receive training and coaching on items that drive success within the financial services profession.
Responsibilities:
FA’s roles and responsibilities will include, but are not limited to:
Be on time in accordance with the scheduled hours as established by the Executive Vice President or Vice President prior to summer, fall and spring phases of the program and dressed appropriately (business attire)
Engage in marketing functions, client prospecting, and scheduling appointments
Participate in client fact-finding and data gathering
Develop skills on prospecting and client database management
Learn technology tools that FPs use regularly to help clients
Develop process for conducting client annual review meetings and assist Executive Vice President or Vice President with preparation and recommendations; accompany Executive Vice President or Vice President to meetings
Coordinate and review client correspondence
Provide marketing support to segment books of business
Perform analysis and research activities as assigned by Executive Vice President or Vice President
Participate in weekly branch training curriculum
Program Details
40 hour work week
$20/ hr
12 week program
About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.
In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
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.
Qualifications
Required Qualifications
College students entering junior or senior year
Up to 40 hours per week for a maximum of 12 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
Actively involved in local community and exhibits leadership skills (e.g. fraternity/sorority involvement, sports teams, community service, campus clubs, associations, etc.)
Must be driven, have an entrepreneurial spirit and be results-oriented
Strong oral and written communication skills
About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.
In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
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.
Req ID: 240000DU