Unitas Wealth Management
Unitas Wealth Management offers customized financial solutions related to income strategies, retirement, asset and legacy planning services.
- Open roles
- 363
Company signals
Score: 52Job facts
- Location
- UNITED STATES-NY-Melville
- Salary
- $69K – $80K
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New Business Manager- Financial Services
at Unitas Wealth Management
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.
What You’ll Be Doing
- Provide New Business Support for Greater New York/Connecticut Advisors
- Train New Advisors on New Business Processes
- Coordinate with Service Centers to Facilitate New Business support / response
- Build and maintain key-person relationships with Service Center Staff to expedite New Business review and issue
- Willingness and ability to travel occasionally to other offices throughout the NY tri-State Area
The base salary range for this position is $69,000 - $80,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
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