Wealth Management Associate — Build Client Impact

Equitable Advisors; Savannah (GA); Hybrid; USD 34,440,000 - 55,104,000; Part time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Job summary

A leading financial services firm is seeking a part-time Wealth Management Associate to engage clients and build lasting relationships. Located in Jacksonville, FL, this entry-level role offers the opportunity to develop personalized financial strategies and consult on various products. Applicants must hold a Bachelor’s degree and be authorized to work in the U.S. The company emphasizes a culture of diversity, inclusion, and community engagement, providing various support programs for professional growth.

Qualifications

• Must have a Bachelor’s degree or equivalent work experience.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication skills required.

Responsibilities

• Engage with clients to build and nurture relationships.
• Develop financial strategies tailored to client needs.
• Consult on financial products and services.

Skills

Communication Skills

Entrepreneurial spirit

Client Engagement

Collaboration

Values‑driven

Education

Bachelor’s degree or equivalent work experience

Tools

FINRA Licensing

Job description

A leading financial services firm is seeking a part-time Wealth Management Associate to engage clients and build lasting relationships. Located in Jacksonville, FL, this entry-level role offers the opportunity to develop personalized financial strategies and consult on various products. Applicants must hold a Bachelor’s degree and be authorized to work in the U.S. The company emphasizes a culture of diversity, inclusion, and community engagement, providing various support programs for professional growth.