Wealth Management Associate with Future Leadership Opportunity - FL Tampa, St. Petersburg, Sarasota (3981)
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Full-time
bachelor degree
Health insurance, Dental insurance, Vision insurance, 401(k) plan, Company match, Employee stock purchase plan
Posted 13h ago
~40 hrs/week
Remote in Sarasota, Florida, United States, St. Petersburg, Florida, United States, Tampa, Florida, United States
Responsibilities
The associate will focus on networking to discover new talent, coaching financial professionals, and collaborating with local leadership to drive team growth. They are also responsible for ensuring compliance, fostering an inclusive environment, and executing strategies to meet district goals.
Requirements
Candidates should have a four-year college degree and must complete 12 months as an entry-level financial professional with required FINRA licensing. Passing the FINRA Series 24 exam is mandatory before transitioning into a leadership role.
Full job description
Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.
Daily Activities may include
Networking to discover new talent to grow your team
Coaching from your experience & training to develop new Financial Professionals
Collaborating with local leadership to strengthen values, mission and vision
Committing to personal and district goals consistent with branch and company strategy
Supervisory skills ensuring compliance and brand are met
Fostering diverse talent and enabling an inclusive work environment
Teambuilding through culture and events
Requirements
Four-year college degree preferred but not required
Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
Must pass FINRA Series 24 exam prior to stepping into leadership
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Desire to help others plan for and protect their financial futures
Knowledge of our products & services
High degree of self-confidence but team first attitude
Authorized to work in the United States
Training & Support
Leadership Development School
Equitable Advisors' Virtual University
Columbia Holistic Financial Coach Program
Sponsorship for FINRA licensing
Working closely with top leadership thru 1:1 coaching
Joint work and mentorship opportunities
Personalized training and support in all areas important to building your business
Opportunity to earn specialized designations such as Certified Financial Planner (CFP®)
Compensation & Benefits
Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
Work-life balance and access to a full suite of remote-work technology solution
Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!
If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 7559574.1(2/25)(Exp.2/29)
Related keywords
Wealth managementFinancial professionalFINRA Series 7FINRA Series 66FINRA Series 24SIECertified Financial PlannerCFPLeadership developmentBusiness growthTalent acquisitionComplianceMentorshipFinancial servicesStrategic planningTeam building
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for.
Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
How much do Finance & Accounting jobs in Tampa, FL pay?
Based on 776 listings with disclosed salaries, most finance & accounting jobs in Tampa, FL pay between $52k–$185k per year. Individual offers vary with seniority, company size, and specialization.
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