Wealth Management Associate - FINRA-Licensed Career Path

equitable; Richmond (VA); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Sign-On bonus program

Stable biweekly pay during training

Commissions & bonuses

Comprehensive benefits package

Job summary

Equitable Advisors is seeking a wealth manager-in-training to engage clients, develop tailored financial strategies, and discuss suitable products and services. This in-office role emphasizes relationship building and ongoing client communication.

Ideal candidates hold a Bachelor's degree, state life/health licensing, SIE, Series 7/66 with an entrepreneurial spirit and strong communication skills. FINRA sponsorship and comprehensive training are provided.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Entrepreneurial spirit with a drive to impact lives.
• Excellent interpersonal and communication abilities.
• Authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Skills

Licensing: State Life & Health, SIE, 7

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a wealth manager-in-training to engage clients, develop tailored financial strategies, and discuss suitable products and services. This in-office role emphasizes relationship building and ongoing client communication.

Ideal candidates hold a Bachelor's degree, state life/health licensing, SIE, Series 7/66 with an entrepreneurial spirit and strong communication skills. FINRA sponsorship and comprehensive training are provided.