Wealth Management Associate — FINRA Licensing & Training

equitable; Minneapolis (MN); On-site; USD 34,000 - 60,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay (biweekly)

Commissions and Bonus

Benefits Eligibility

FINRA Sponsorship

Job summary

Equitable Advisors seeks a driven financial professional to build and nurture client relationships, develop personalized financial strategies, and consult on products and services. The role requires in-office presence with a flexible schedule to balance client needs and personal time.

You will pursue FINRA licensing sponsorship, participate in a 120-day training period, and have access to Equitable Advisors’ Virtual University and mentorship programs to advance toward CFP, ChFC, and related

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• 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.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Licensing

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors seeks a driven financial professional to build and nurture client relationships, develop personalized financial strategies, and consult on products and services. The role requires in-office presence with a flexible schedule to balance client needs and personal time.

You will pursue FINRA licensing sponsorship, participate in a 120-day training period, and have access to Equitable Advisors’ Virtual University and mentorship programs to advance toward CFP, ChFC, and related