Tucson Wealth Management Associate – License Path

Equitable Advisors

Tucson (AZ)

On-site

USD 60,000 - 90,000

Full time

2 days ago

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Benefits offered by this job

FINRA Sponsorship

Biweekly pay

Commissions and bonus

Health, dental and vision

Job summary

Equitable Advisors seeks a Wealth Management Associate in Tucson, AZ, to help build client relationships and manage portfolios in an in-office role. The position focuses on developing financial strategies aligned with client goals and risk tolerance, with opportunities to discuss relevant products and services.

The role emphasizes collaboration with top performers, ongoing licensing sponsorship, and a structured training path to advance through FINRA licenses and professional designations, with

Qualifications

Bachelor’s degree or equivalent work experience.
State Life & Health, SIE, Series 7, Series 66 licensing requirements.
Values-driven with a track record of success and achievement.
Excellent interpersonal and communication abilities with strong self-confidence.

Responsibilities

Build and nurture client relationships through networking and portfolio management.
Understand clients' objectives and risk tolerance to devise personalized strategies.
Discuss financial products and services tailored to clients' situations.
In-office presence required and collaborate with top performers to deliver results.

Skills

Client engagement

Financial strategy development

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor’s degree

Job description

The role emphasizes collaboration with top performers, ongoing licensing sponsorship, and a structured training path to advance through FINRA licenses and professional designations, with

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