Wealth Management Associate - Client Planning & Growth

Equitable Advisors; Raleigh (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Licensing sponsorship

Professional development programs

Job summary

Equitable Advisors in Raleigh, NC is seeking an entry-level Wealth Management Associate to begin a career helping clients pursue financial well-being. You will learn advisory practices, build client relationships, and participate in training that supports licensing and professional growth.

The role emphasizes collaboration with senior professionals, exposure to comprehensive financial strategies, and pathways to CFP®/ChFC designations through company-supported development programs.

Qualifications

• Entry-level financial professional ready to pursue FINRA licensing.
• Interest in CFP/ChFC designations and ongoing professional development.
• Strong client relationship and communication skills for financial guidance.

Responsibilities

• Support client relationships and learn wealth management advisory practices.
• Participate in training programs, licensing coursework, and professional development.
• Collaborate with senior professionals to deliver financial strategies.

Job description

Equitable Advisors in Raleigh, NC is seeking an entry-level Wealth Management Associate to begin a career helping clients pursue financial well-being. You will learn advisory practices, build client relationships, and participate in training that supports licensing and professional growth.

The role emphasizes collaboration with senior professionals, exposure to comprehensive financial strategies, and pathways to CFP®/ChFC designations through company-supported development programs.