Wealth Management Associate: Build Client Portfolios

Equitable Advisors; Overland Park (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive healthcare benefits

401(k) plan

Employee Stock Purchase Plan (ESPP)

Stable pay with commissions

Job summary

A leading financial services firm in Overland Park is seeking a Wealth Management Associate to build client relationships and develop personalized financial strategies. The ideal candidate will possess strong communication skills, an entrepreneurial mindset, and a Bachelor's degree or equivalent experience. This role offers comprehensive training, mentorship, and a stable pay structure with commissions, alongside comprehensive benefits. A commitment to diversity and wellness is central to the company culture.

Qualifications

• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking.
• Devise personalized financial strategies for clients.
• Consult on tailored financial products and services.

Skills

Interpersonal communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor’s degree or equivalent work experience

Tools

FINRA licenses

Job description

A leading financial services firm in Overland Park is seeking a Wealth Management Associate to build client relationships and develop personalized financial strategies. The ideal candidate will possess strong communication skills, an entrepreneurial mindset, and a Bachelor's degree or equivalent experience. This role offers comprehensive training, mentorship, and a stable pay structure with commissions, alongside comprehensive benefits. A commitment to diversity and wellness is central to the company culture.