In-Office Wealth Management Associate: Build Client Strategies

Equitable Advisors; Deerfield (IL); On-site; USD 32,150 - 42,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay for up to 24 months

Commissions and Bonus

Benefits eligibility: health, dental,

Vision, 401(k), ESPP, disability, life

Job summary

Equitable Advisors is seeking a driven financial professional to engage clients in-office, develop personalized financial strategies, and discuss tailored products and services. The role emphasizes relationship-building, licensing progression, and collaboration with top performers.

The position includes comprehensive training through FINRA sponsorship, a 120‑day hands-on PEP, and access to virtual university with ongoing mentorship, coaching, and leadership development opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with drive to help others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Networking

Communication

Financial strategy

Education

Bachelor's degree or equivalent skills and work experience

Tools

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking a driven financial professional to engage clients in-office, develop personalized financial strategies, and discuss tailored products and services. The role emphasizes relationship-building, licensing progression, and collaboration with top performers.

The position includes comprehensive training through FINRA sponsorship, a 120‑day hands-on PEP, and access to virtual university with ongoing mentorship, coaching, and leadership development opportunities.