Wealth Management Associate: Client-Focused Growth Path

Equitable Advisors; United States; À distance; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Personalized Coaching

Leadership Development

CFP/ChFC growth

Sign-On Bonus Eligibility

Stable Pay

Commissions & Bonus

Benefits eligibility

Résumé du poste

Equitable Advisors is seeking a Wealth Management Associate in Secaucus, NJ. This role focuses on building client relationships, developing financial strategies, and consulting on financial products within an in-office environment.

You will pursue licensing with FINRA sponsorship, participate in a structured training program, and have opportunities for professional growth and certifications while earning stable pay and potential bonuses.

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.

Responsabilités

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Discuss financial products and services tailored to clients' unique situations.

Connaissances

Client engagement

Strategy development

Product consultation

Communication

Entrepreneurial mindset

Collaboration

US work authorization

Formation

Bachelors degree or equivalent

Description du poste

Equitable Advisors is seeking a Wealth Management Associate in Secaucus, NJ. This role focuses on building client relationships, developing financial strategies, and consulting on financial products within an in-office environment.

You will pursue licensing with FINRA sponsorship, participate in a structured training program, and have opportunities for professional growth and certifications while earning stable pay and potential bonuses.