Wealth Management Associate: Build Client Strategies

Equitable Advisors; Secaucus (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Equitable Advisors in Secaucus, NJ invites you to join as a Wealth Management Associate. This role focuses on building client relationships, developing tailored financial strategies, and consulting on products and services, with in-office presence required to collaborate with senior professionals.

The position emphasizes licensing requirements, ongoing training, and growth toward professional designations, supported by a structured onboarding program and mentorship.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success and accomplishment.
• Communication skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Communication skills

Mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

Job description

Equitable Advisors in Secaucus, NJ invites you to join as a Wealth Management Associate. This role focuses on building client relationships, developing tailored financial strategies, and consulting on products and services, with in-office presence required to collaborate with senior professionals.

The position emphasizes licensing requirements, ongoing training, and growth toward professional designations, supported by a structured onboarding program and mentorship.