Entry Level - Wealth Manager - NJ, Secaucus (3257)

Lensa; United States; Remote; USD 32,000 - 50,000; Full time

Job summary

A leading company in financial services seeks an Entry Level Wealth Manager to engage clients, develop financial strategies, and provide tailored consultations. This position offers training, mentorship, and a clear path to licensing, supporting your career in wealth management. Join a culture that values diversity and positive community impact.

Benefits

Health, Dental, and Vision Insurance

401(k) and ESPP

Disability and Life Insurance

Transportation Reimbursement

Training and Development Opportunities

Qualifications

• Must possess state licenses like Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Strong interpersonal skills and self-confidence.

Responsibilities

• Build and nurture client relationships through networking.
• Develop personalized financial strategies based on client objectives.
• Provide product and service consultations tailored to clients.

Skills

Communication Skills

Client Engagement

Financial Strategy Development

Entrepreneurial Spirit

Education

Bachelor's degree or equivalent skills and work experience

Job description

Entry Level - Wealth Manager - NJ, Secaucus (3257)

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Lensa is the leading career site for job seekers at every stage of their career. Our client, Equitable Services, is seeking professionals. Apply via Lensa today!

Primary Location: UNITED STATES-Remote

Organization: Equitable Advisors

Description: Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. We serve 2.4 million clients nationwide. Our mission is to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, we offer a structured path to becoming a wealth manager through licensing and employment.

Role Highlights:

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Qualifications:

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: Values-driven with a track record of success and accomplishment.
• Communication Skills: Excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: Entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Training & Development:

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training.
• Virtual University: Access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship: Opportunities for joint work and mentorship.
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed.
• Leadership Development: Access to Leadership Development School for those with management ambition.
• Professional Growth: Encouragement to pursue professional designations such as CFP, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach program.

Compensation & Benefits:

• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on successful completion of licenses and registrations.
• Stable Pay: After PEP, eligible to be a 20th Edition financial professional with biweekly stable pay for up to 24 months, supporting career establishment in wealth management. Structured 40-hour workweek with $32,400 annually.
• Commissions and Bonus: In addition to stable pay, eligible to earn commissions and bonuses.
• Benefits Eligibility: Includes health, dental, vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement, subject to terms and conditions.

Our Impact & Culture: Equitable Advisors values diversity and inclusivity, offers wellness programs and resource groups. Our programs include "1,000 Hours of Giving Back" and “Equitable Excellence” scholarships. Join us to be part of a culture dedicated to social impact and community engagement.

This position is open for applications at any time as part of ongoing recruitment efforts.

We are an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Req ID: PIN_30066

If you have questions, contact [e-mail]