Wealth Management Associate: Client Growth & Licensing

Equitable Advisors; Minneapolis (MN); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training program

Virtual University

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Minneapolis, MN to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role emphasizes in-office presence, licensing through FINRA, and a structured training path with mentoring and professional growth opportunities.

The position includes sponsorship for required licenses, a comprehensive 120-day training period, access to virtual university, and a biweekly stable pay

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Training & development programs including FINRA licensing and PEP.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss financial products and services tailored to clients' needs.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Self-confidence

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Wealth Management Associate in Minneapolis, MN to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role emphasizes in-office presence, licensing through FINRA, and a structured training path with mentoring and professional growth opportunities.

The position includes sponsorship for required licenses, a comprehensive 120-day training period, access to virtual university, and a biweekly stable pay