Wealth Management Associate: Client Advisory & FINRA Licensing

Equitable Advisors

Atlanta (GA)

On-site

USD 70,000 - 100,000

Full time

2 days ago

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Benefits offered by this job

FINRA Sponsorship

Biweekly pay

Commissions & Bonus

Health, dental & vision

Job summary

Equitable Advisors in Atlanta, GA is seeking a Wealth Management Associate to build and nurture client relationships, develop personalized financial strategies, and discuss suitable products and services. The role requires in-office presence and emphasizes a healthy work-life balance.

The ideal candidate holds a bachelor’s degree or equivalent experience, with relevant licensing (State Life & Health, SIE, Series 7, Series 66) and strong communication skills.

Qualifications

Bachelor's degree or equivalent skills and work experience.
Licensing knowledge in Life & Health, SIE and FINRA licenses.
Customer-focused with strong communication and interpersonal abilities.
Entrepreneurial mindset with drive to impact clients positively.

Responsibilities

Client engagement: build and nurture relationships through networking and portfolio management.
Develop financial strategies by assessing objectives and risk tolerance.
Consult on financial products and services tailored to client needs.
In-office presence required for role execution and collaboration.
Maintain work-life balance while delivering high-quality advisory services.

Skills

Client Engagement

Financial Strategy

Product & Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

The ideal candidate holds a bachelor’s degree or equivalent experience, with relevant licensing (State Life & Health, SIE, Series 7, Series 66) and strong communication skills.

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