Aspiring Wealth Manager: Training & Licensing

Equitable Advisors; Morristown (NJ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Mentorship

Stable Pay

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors in Morristown, NJ is seeking a Wealth Management Associate to start a career helping individuals reach their financial goals. This in-office role emphasizes building client relationships, developing tailored financial strategies, and advising on products and services.

Candidates should hold a Bachelor's degree or equivalent, possess required FINRA licenses (Series 7, 66, SIE) and Life & Health, and be authorized to work in the United States.

Qualifications

• Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Must be authorized to work in the United States
• Excellent interpersonal and communication abilities
• Entrepreneurial spirit with a track record of success
• Ability to collaborate with top performers

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations
• In-office presence required
• Flexible schedule to maximize productivity and personal time

Skills

Client engagement

Financial strategy development

Communication skills

Mindset - entrepreneurial

Collaboration

Role-specific curiosity

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors in Morristown, NJ is seeking a Wealth Management Associate to start a career helping individuals reach their financial goals. This in-office role emphasizes building client relationships, developing tailored financial strategies, and advising on products and services.

Candidates should hold a Bachelor's degree or equivalent, possess required FINRA licenses (Series 7, 66, SIE) and Life & Health, and be authorized to work in the United States.