Wealth Management Associate — Client Strategy & Growth

Equitable Advisors; Maryland; On-site; USD 36,000 - 64,000; Full time

Benefits offered by this job

Health insurance

401(k) with ESPP

Flexible schedule

Mentorship program

Professional development

Job summary

Equitable Advisors in Columbia, MD is seeking a Wealth Management Associate to build client relationships, develop financial strategies, and discuss tailored products and services. The role emphasizes in-office work, licensing progression, and a path toward becoming a licensed wealth manager.

Ideal candidates have a Bachelor's degree, required FINRA licensing (SIE, Series 7, 66, and State Life & Health), and a collaboration-focused mindset.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to work with top performers and learn.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required; support wealth management goals and licensing process.

Skills

Client engagement

Financial strategy

Product & service consultation

Communication skills

Collaboration

Licensing: Series 7/66

Education

Bachelor's degree or equivalent

Tools

SIE

Job description

Equitable Advisors in Columbia, MD is seeking a Wealth Management Associate to build client relationships, develop financial strategies, and discuss tailored products and services. The role emphasizes in-office work, licensing progression, and a path toward becoming a licensed wealth manager.

Ideal candidates have a Bachelor's degree, required FINRA licensing (SIE, Series 7, 66, and State Life & Health), and a collaboration-focused mindset.