Wealth Management Associate - FL, Jacksonville (5123)

Equitable Advisors; Savannah (GA); Hybrid; USD 34,440,000 - 55,104,000; Part time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Job summary

A leading financial services firm is seeking a part-time Wealth Management Associate to engage clients and build lasting relationships. Located in Jacksonville, FL, this entry-level role offers the opportunity to develop personalized financial strategies and consult on various products. Applicants must hold a Bachelor’s degree and be authorized to work in the U.S. The company emphasizes a culture of diversity, inclusion, and community engagement, providing various support programs for professional growth.

Qualifications

• Must have a Bachelor’s degree or equivalent work experience.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication skills required.
• Entrepreneurial spirit to positively impact others.
• Ability to collaborate with top performers and learn.

Responsibilities

• Engage with clients to build and nurture relationships.
• Develop financial strategies tailored to client needs.
• Consult on financial products and services.
• In-office presence required with flexible scheduling.

Skills

Communication Skills

Entrepreneurial spirit

Client Engagement

Collaboration

Values‑driven

Education

Bachelor’s degree or equivalent work experience

State Life & Health; SIE; Series 7; Series 66 licensing

Tools

FINRA Licensing

Job description

Join Equitable Advisors as a Wealth Management Associate located in Jacksonville, FL (job ID 5123). Equitable Advisors serves 2.4 million clients nationwide and is committed to fostering relationships that help people achieve meaningful financial wellness. Our mission is to make a difference in the lives of others.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Product & Service Consultation: Discuss tailored financial products and services.
• Location: In‑office presence required.
• Work‑Life Balance: Flexible schedule to maximize productivity and personal time.

Skills & Experience

• Education: Bachelor’s degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: Values‑driven with a track record of success and accomplishment.
• Communication Skills: Excellent interpersonal & communication abilities with strong confidence.
• Mindset: Entrepreneurial spirit to positively impact others.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): 120‑day hands‑on training.
• Virtual University: Access to continuous learning.
• Mentorship & Coaching: Local Vice President support, leadership development opportunities.
• Professional Growth: Encouragement to pursue CFP®, ChFC, or Equitable Advisors’ credential programs.

Compensation & Benefits

• Sign‑On Payment: Based on completion of FINRA licenses and entry into PEP.
• Stable Pay: Bi‑weekly pay for eligible professionals.
• Commissions & Bonus: Eligibility to earn commissions and bonus.
• Benefits: Health, dental, vision, 401(k), ESPP, disability, life insurance, TRIP.

Our Impact & Culture

Equitable Advisors is committed to diversity, inclusion, wellness, and community engagement. Programs include “1,000 Hours of Giving Back,” Women’s Network, and “Equitable Excellence” scholarships.

Primary Location

United States – FL – Jacksonville

Other Locations

• FL – Gainesville
• FL – Ocala
• FL – Tallahassee
• GA – Savannah
• GA – Valdosta

Organization

Equitable Advisors

Seniority Level

Entry level

Employment Type

Part‑time

Job Function

Finance and Sales

Equitable Advisors, LLC, is an equal‑opportunity employer. M/F/D/V.