Job Information
Equitable Future Advisor Training Program in Williamsville, New York
Future Advisor Training Program ( 240000AD )
Primary Location : UNITED STATES-NY-Williamsville
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. Are you ready to join an organization that will help unlock your potential?
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.
Future Advisor Training Program Description:
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 Professionals
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
Participants will also be provided training to enhance their learning experience, leveraging a combination of ‘self-paced’, virtual, and branch training in the following categories:
Selling Skills
Market Development
Product Knowledge
Practice Management
Program details:
Rate- $20/hr
Onsite (Mon-Fri) - 350 Essjay Road, Suite 300, Williamsville,NY 14221
Dates- June 3 to August 20th
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 emplo
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: 240000AD