Wealth Management Associate — Client-Focused Growth

Equitable Advisors; Deerfield (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Equitable Advisors seeks a Wealth Management Associate in Deerfield, IL to build client relationships, develop tailored strategies, and discuss suitable financial products. The role emphasizes a strong service approach and licensing progression through FINRA sponsorship.

The position requires in-person engagement and collaboration with senior professionals. A bachelor’s degree plus required licenses are essential, with long-term growth and CFP/ChFC pathways encouraged.

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

• Engage and nurture client relationships through networking events and portfolio management.
• Develop financial strategies by assessing objectives and risk tolerance.
• Consult on financial products and services tailored to client needs.
• Maintain in-office presence as required by the role.
• Balance work with personal time through flexible scheduling.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors seeks a Wealth Management Associate in Deerfield, IL to build client relationships, develop tailored strategies, and discuss suitable financial products. The role emphasizes a strong service approach and licensing progression through FINRA sponsorship.

The position requires in-person engagement and collaboration with senior professionals. A bachelor’s degree plus required licenses are essential, with long-term growth and CFP/ChFC pathways encouraged.