Wealth Management Associate: FINRA Sponsorship & Training

Equitable Advisors; Springfield (IL); On-site; USD 28,350 - 34,650; Full time

Benefits offered by this job

FINRA Sponsorship for licensing

120-day hands-on training

Access to Virtual University for continuous learning

Personalized coaching from local Vice President

Stable pay for the first 24 months

Comprehensive benefits program

Job summary

Equitable Advisors is looking for a Wealth Management Associate in Springfield, IL. This role emphasizes building client relationships, developing personalized financial strategies, and providing tailored product consultations. Candidates should possess a Bachelor's degree, relevant FINRA licenses, and strong communication skills. The position requires in-office presence but offers flexible scheduling to balance work and personal time. This is a unique opportunity to join a mission-driven organization dedicated to financial wellness and client success.

Qualifications

• Must have a Bachelor's degree or equivalent skills and experience.
• State Life & Health, SIE, Series 7, and Series 66 licenses are required.
• Excellent interpersonal and communication abilities are essential.

Responsibilities

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

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Collaboration

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors is looking for a Wealth Management Associate in Springfield, IL. This role emphasizes building client relationships, developing personalized financial strategies, and providing tailored product consultations. Candidates should possess a Bachelor's degree, relevant FINRA licenses, and strong communication skills. The position requires in-office presence but offers flexible scheduling to balance work and personal time. This is a unique opportunity to join a mission-driven organization dedicated to financial wellness and client success.