Future Advisor Training Program (Onsite)

Job Number: 9142

Job Number: 2400009V

External 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?

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 Connecticut Branch of Equitable Advisors has been a constant in Connecticut communities for over 80 years. Situated in, and reflective of the communities they serve, our offices in Stamford, Milford, and Shelton house over 40 Financial Professionals and Staff support members and have an additional 40 team members integrated throughout the region.

• 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

Start date: June 3 , 2024

End date: Aug 20,2024

Hourly rate- $20/hr

Onsite (Mon-Fri)

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

#LI-ANCHOR
Required Qualifications:

• College students entering junior or senior year
• 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

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Office Administration: Knowledge of office administration activities; ability to carry out ongoing office administration tasks effectively and efficiently in support of local and remote teams.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we're a team of over ten thousand strong; 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.

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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 .

Community / Marketing Title: Future Advisor Training Program (Onsite)

Location_formattedLocationLong: Milford, Connecticut US