Wealth Management Associate: Client Strategy & Growth

Equitable Advisors; Richmond (VA); On-site; USD 37,000 - 80,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors in the United States seeks ambitious financial professionals to build and nurture client relationships through networking events and portfolio management. You will understand clients' financial objectives, assess risk, and develop personalized strategies, while pursuing licensing paths such as Series 7/66 and other certifications to advance to wealth management.

The role emphasizes a client-centric approach, ongoing education, and collaboration with top performers, with a

Qualifications

• 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

• 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
• Offer clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Skills

Values-driven

Interpersonal skills

Self-confidence

Entrepreneurial spirit

US work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in the United States seeks ambitious financial professionals to build and nurture client relationships through networking events and portfolio management. You will understand clients' financial objectives, assess risk, and develop personalized strategies, while pursuing licensing paths such as Series 7/66 and other certifications to advance to wealth management.

The role emphasizes a client-centric approach, ongoing education, and collaboration with top performers, with a