Impactful Wealth Management Associate — Greater Boston

Equitable Advisors; Boston (MA); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay

Commissions and Bonus

Comprehensive training and mentorship

Access to Leadership Development School

Job summary

A financial services company in Boston is seeking talented individuals passionate about helping others achieve financial wellness. Candidates will engage with clients to build relationships and tailor financial strategies. The role requires a Bachelor's degree, appropriate licenses, and a commitment to valued-driven service. Training and development opportunities will enable you to excel in the wealth management field, supported by stable pay and potential commissions.

Qualifications

• Candidates must be authorized to work in the United States.
• Must possess state life & health, SIE, Series 7, and Series 66 licenses.
• Strong self-confidence and ability to maintain client communication.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients’ financial objectives to devise personalized strategies.
• Consult on financial products and services tailored to client situations.

Skills

Excellent interpersonal and communication abilities

Entrepreneurial spirit

Values-driven with a track record of success

Ability to work with and learn from top performers

Education

Bachelor's degree or equivalent experience

Tools

FINRA Sponsorship

Access to Equitable Advisors’ Virtual University

Job description

A financial services company in Boston is seeking talented individuals passionate about helping others achieve financial wellness. Candidates will engage with clients to build relationships and tailor financial strategies. The role requires a Bachelor's degree, appropriate licenses, and a commitment to valued-driven service. Training and development opportunities will enable you to excel in the wealth management field, supported by stable pay and potential commissions.