Wealth Management Associate — FINRA Licensing & Mentorship

Equitable Advisors; Minnesota; On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) and Employee Stock Purchase Plan

Commissions and bonuses

Job summary

A financial services company is looking for dedicated financial professionals to foster client relationships and develop personalized financial strategies. Applicants should hold a bachelor's degree and possess strong communication skills. The role includes training opportunities, including FINRA licensing sponsorship, mentorship, and a structured path for career growth. Comprehensive benefits and stable pay structure are offered. Join us to contribute positively to clients' financial wellness in Minnesota.

Qualifications

• Must be values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives and devise strategies.
• Discuss financial products tailored to clients' situations.

Skills

Interpersonal communication

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

SIE

Series 7

Series 66

Job description

A financial services company is looking for dedicated financial professionals to foster client relationships and develop personalized financial strategies. Applicants should hold a bachelor's degree and possess strong communication skills. The role includes training opportunities, including FINRA licensing sponsorship, mentorship, and a structured path for career growth. Comprehensive benefits and stable pay structure are offered. Join us to contribute positively to clients' financial wellness in Minnesota.