Wealth Management Associate — Client-Focused Finance Career Path

Equitable Advisors; Secaucus (NJ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Professional Growth

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors in Secaucus, NJ is seeking a Wealth Management Associate to build client relationships, develop tailored financial strategies, and discuss investment products. The role emphasizes in-office work and collaboration with top performers to help clients reach their financial goals.

The position outlines licensing requirements (Life & Health, SIE, Series 7, 66), a 120-day training window, and access to FINRA sponsorship and our Virtual University.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies by assessing clients' objectives and risk tolerance.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Collaboration

Work Authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Secaucus, NJ is seeking a Wealth Management Associate to build client relationships, develop tailored financial strategies, and discuss investment products. The role emphasizes in-office work and collaboration with top performers to help clients reach their financial goals.

The position outlines licensing requirements (Life & Health, SIE, Series 7, 66), a 120-day training window, and access to FINRA sponsorship and our Virtual University.