Wealth Management Associate - FINRA Licensing Path

equitable; United States; Remote; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision coverage

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Program (

Job summary

Equitable Advisors is dedicated to helping individuals and families achieve financial wellness through a structured path to becoming a wealth manager, backed by licensed professionals and comprehensive training.

The organization emphasizes mentorship, FINRA sponsorship, and a collaborative, values-driven culture that supports professional growth, from joint work with top performers to pursuing CFP and ChFC designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• 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

• 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: Series 7, Series 66, SIE

Communication Skills

Entrepreneurial mindset

Collaboration

Work Authorization

Education

Bachelor's degree

Job description

Equitable Advisors is dedicated to helping individuals and families achieve financial wellness through a structured path to becoming a wealth manager, backed by licensed professionals and comprehensive training.

The organization emphasizes mentorship, FINRA sponsorship, and a collaborative, values-driven culture that supports professional growth, from joint work with top performers to pursuing CFP and ChFC designations.