Wealth Management Associate - FINRA Licensing & Training

Equitable Advisors; Illinois; On-site; USD 28,350 - 34,650; Full time

Benefits offered by this job

FINRA sponsorship

Comprehensive benefits programs

Mentorship opportunities

Stable pay during training

Job summary

A leading financial services company is seeking passionate individuals to join their team as wealth managers in Illinois. Successful candidates will engage with clients, develop tailored financial strategies, and work in a supportive environment that emphasizes training and mentorship. This role requires a Bachelor's degree and relevant licensing. Equitable Advisors promotes a culture focused on social impact and community engagement. Flexible work-life balance and competitive compensation packages are available, fostering personal and professional growth.

Qualifications

• Must be authorized to work in the United States.
• Strong self-confidence and communication skills are essential.
• Passionate about positively impacting clients' financial well-being.

Responsibilities

• Build and nurture client relationships through networking.
• Develop personalized financial strategies.
• Provide consultations on financial products and services.

Skills

Excellent interpersonal and communication abilities

Values-driven with a track record of success

Entrepreneurial spirit

Ability to work with and learn from top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health license

SIE license

Series 7 license

Series 66 license

Job description

A leading financial services company is seeking passionate individuals to join their team as wealth managers in Illinois. Successful candidates will engage with clients, develop tailored financial strategies, and work in a supportive environment that emphasizes training and mentorship. This role requires a Bachelor's degree and relevant licensing. Equitable Advisors promotes a culture focused on social impact and community engagement. Flexible work-life balance and competitive compensation packages are available, fostering personal and professional growth.