Job description
Join our dynamic and innovative wealth management firm that is dedicated to helping clients achieve their financial goals and secure their financial future. We are seeking a talented and ambitious Wealth Management Sales Associate to join our team with the opportunity for rapid advancement to the Vice President level within 24 months.
As a Wealth Management Associate with Lemnis Capital, a division within Equitable Advisors, you will work closely with senior wealth managers and financial advisors to provide comprehensive financial planning and investment management services to high-net-worth clients.
Your primary responsibilities will include:
- Assisting in the development and implementation of financial plans tailored to clients' goals and objectives
- Conducting investment research and analysis to identify suitable investment opportunities for clients
- Monitoring and reviewing client portfolios to ensure alignment with their financial goals and risk tolerance
- Building and maintaining strong client relationships through regular communication and personalized service
- Collaborating with team members to deliver exceptional wealth management solutions and strategies to clients
Fast-Track Promotion Path:
Our Fast-Track Promotion Program is designed to accelerate your career growth and provide you with the opportunity to advance to the Vice President level within 24 months. Through a combination of hands-on experience, mentorship, professional development, and performance-based criteria, you will be on a fast track to leadership and success within our firm.
Qualifications:
- A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
- If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
- 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
- Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance
- Must be authorized to work in the United States
Benefits of working with Lemnis Capital:
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support
- Professional development opportunities and support for industry certifications
- Fast-track career advancement to Vice President level within 24 months
- Dynamic and collaborative work environment with opportunities for growth and leadership
Join Our Team:
Take the first step towards a rewarding and challenging career in wealth management with the opportunity for rapid advancement to the Vice President level. If you are driven, ambitious, and eager to make a difference in the financial lives of clients, we invite you to apply for the Wealth Management Associate position today.
Job Type: Full-time
Pay: $45,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
Application Question(s):
- Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? (Equitable and Lemnis Capital can NOT provide sponsorship)
Education:
Work Location: In person
Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)
