2022 Summer Intern - Wealth Management (Remote)

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?

Responsibilities:

The Wealth Management Intern collaborates with the National Training and Development team to establish key training initiatives for a vast audience of financial professionals. A few key projects that the Financial Professional Intern will be working on are below:

• Participate in and provide support for our core 5-Step Process curriculum and multi-week virtual training experiences, prospecting bootcamps, and weekly touchpoints that transform how new Advisors learn the business in their first four years.
• Assist with the execution of our ongoing Client Acquisition Series, focused on providing new Advisors with fresh, proven ideas on who to call and what to say.
• Help propel national Video Coach initiative by driving adoption and providing support to Field Leaders.
• Continually brainstorm and leverage modern technology to create follow up activities for all National training touchpoints to keep learning alive long after a touchpoint has passed.

As a Wealth Management Intern, you will …

LEARN: Take part in weekly Zoom/Team meetings along with attending our various training series

DEVELOP: Receive coaching and on-going feedback from our team of Learning & Development Coaches

COLLABORATE: Work closely on group or individual projects

GIVE BACK: Make a difference in the lives of others by supporting Equitable Advisors efforts to help clients secure their financial wellbeing

Internship Dates: June 6, 2022 through August 12, 2022

Skills required to ensure your success include:

• 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 in a wide variety of situations.
• Teamwork: Belief in the necessity and value of teamwork; experience working cooperatively towards shared goals and being supportive of others at all levels.
• Communication: Understanding the importance of insightful listening and communicating along with the ability to provide information and messages in a way that produces clarity and impact.
• Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
• Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.
• Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
• 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 or change.

Additional Qualifications:

• Rising senior pursuing a bachelor’s degree in any major from an accredited program (Class of 2023) preferred.
• Available to work the entirety of the 10-week summer internship program in 2022.
• Strong interest in becoming a Financial Professional preferred.
• Demonstrated leadership ability and interest in Marketing and/or Sales through your academics, extra-curricular activities, or professional/volunteer work preferred.
• Proficient in Microsoft Office Suite. Experience with Photoshop, graphic design and/or video editing preferred.
• Flexible/Adaptable – ability to work effectively in a variety of situations and respond to change in a positive manner.
• Strong work ethic, demonstrates commitment, dedication, and desire to be highly engaged in working with Financial Professionals.
• High degree of professionalism; inclusive and collaborative work style.

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.

**********

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.