Entry-Level Wealth Management Associate - FINRA Sponsorship

Equitable Advisors; Oklahoma City (OK); On-site; USD 40,000 - 60,000; Part time

Benefits offered by this job

Flexible schedule

Comprehensive benefits

Leadership development opportunities

Job summary

A national financial services firm is seeking a Wealth Management Associate to develop client relationships and offer personalized financial strategies. This role involves in-office work and provides access to comprehensive training, mentorship, and opportunities for professional growth. Ideal candidates will have a bachelor's degree and strong interpersonal skills. Offering part-time hours, the firm is committed to making a positive impact in its clients' lives and provides a supportive culture for career development.

Qualifications

• Conduct personalized financial strategy consultations for clients.
• Build and nurture client relationships through networking.
• Collaborate with top performers for continuous learning.
• Be authorized to work in the United States.

Responsibilities

• Engage with clients to provide tailored financial solutions.
• Develop financial strategies based on clients' needs.
• Attend training for FINRA licensing and mentorship.

Skills

Excellent interpersonal skills

Strong self-confidence

Entrepreneurial spirit

Values-driven personality

Ability to collaborate and learn

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA licensing (SIE, Series 7, Series 66)

Access to Equitable Advisors' Virtual University

Job description

A national financial services firm is seeking a Wealth Management Associate to develop client relationships and offer personalized financial strategies. This role involves in-office work and provides access to comprehensive training, mentorship, and opportunities for professional growth. Ideal candidates will have a bachelor's degree and strong interpersonal skills. Offering part-time hours, the firm is committed to making a positive impact in its clients' lives and provides a supportive culture for career development.