Entry-Level Wealth Management Associate – Licensing & Growth

Equitable Advisors; Minneapolis (MN); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Biweekly stable pay up to 24 months

Commissions and bonus

Comprehensive benefits programs including health, dental and vision

Job summary

A leading financial services firm in Minneapolis is looking for a Wealth Management Associate to engage clients and help develop effective financial strategies. This entry-level role involves nurturing relationships, consulting on financial products, and requires a Bachelor's degree along with specific licenses. Ideal candidates are values-driven and possess strong communication skills. The role offers stable pay along with commissions and benefits.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success.
• Excellent interpersonal and communication skills.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to work with and learn from top performers.

Responsibilities

• Build and nurture client relationships.
• Understand clients' financial objectives to devise personalized strategies.
• Discuss financial products and services tailored to clients.

Job description

A leading financial services firm in Minneapolis is looking for a Wealth Management Associate to engage clients and help develop effective financial strategies. This entry-level role involves nurturing relationships, consulting on financial products, and requires a Bachelor's degree along with specific licenses. Ideal candidates are values-driven and possess strong communication skills. The role offers stable pay along with commissions and benefits.