In-Office Wealth Management Associate: Training & Licensing

Equitable Advisors; Oak Brook (IL); On-site; USD 28,350 - 34,650; Full time

Benefits offered by this job

FINRA Sponsorship

Stable Pay for 24 months

Flexible Schedule

Comprehensive Benefits Programs

Job summary

Equitable Advisors in Oak Brook, IL is searching for a Wealth Management Associate dedicated to helping clients achieve financial wellness. The role involves building client relationships, developing personalized financial strategies, and consulting on suitable products.

Ideal candidates will possess a Bachelor's degree and exceptional communication skills, along with the ability to collaborate effectively. The company offers robust training and development, including FINRA licensing sponsorship and a structured pay plan to kickstart your career.

Qualifications

• Must be authorized to work in the United States.
• Strong self-confidence with excellent interpersonal abilities.
• Values-driven with a track record of success.

Responsibilities

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

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in Oak Brook, IL is searching for a Wealth Management Associate dedicated to helping clients achieve financial wellness. The role involves building client relationships, developing personalized financial strategies, and consulting on suitable products.

Ideal candidates will possess a Bachelor's degree and exceptional communication skills, along with the ability to collaborate effectively. The company offers robust training and development, including FINRA licensing sponsorship and a structured pay plan to kickstart your career.