Wealth Management Associate

Equitable Advisors; Roanoke (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Subsidized costs for licensing

Bonus incentives

1:1 strategy meetings with experienced advisors

Opportunities for growth

Establish and lead your own team

Job summary

A leading financial services firm in Virginia seeks motivated individuals to analyze financial data and provide tailored recommendations. Successful candidates will build and maintain client relationships, helping clients achieve their financial goals. Preference for a four-year college degree; licensing is required. The role offers opportunities for growth and performance incentives.

Qualifications

• Preferred four-year college degree, but not mandatory.
• Must obtain state life and health licenses, SIE, FINRA Series 7 and 66 exams.
• Ability to develop markets through past/present experiences and acquaintances.

Responsibilities

• Analyze financial information to determine strategies for clients.
• Build and maintain a client base and update client plans.
• Contact clients to assess changes in their financial status.
• Provide knowledgeable financial guidance and customized strategies.

Skills

Integrity

Communication skills

Interpersonal skills

Entrepreneurial mindset

Education

Four-year college degree (preferred)

Job description

Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals – providing services such as mutual funds and more.

We believe in a holistic approach to financial planning that considers every facet of our clients’ lives: their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that the work you do not only helps your clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.

Who you are:

High‑motivated, results‑driven individual with an entrepreneurial mindset.

• Integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.
• Team player with excellent interpersonal skills and communication abilities.

What you’ll do:

• Analyze financial information obtained from clients to determine strategies, products, and services to help clients meet their financial objectives.
• Build and maintain a client base, keep client plans up‑to‑date and acquire new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service.

Job Requirements:

• Four‑year college degree is preferred but not required.
• Obtain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
• Ability to develop markets through past/present experiences and acquaintances.

What we offer:

• Subsidized costs for licensing.
• Bonus incentives.
• 1:1 strategy meetings with our team of experienced advisors.
• Opportunities for growth – establish and lead your own team.

If you’re interested in this opportunity, we want to hear from you! Note -- applicants must be authorized to work in the United States.

Securities offered through Equitable Advisors, LLC (NY, NY [phone]), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V.