Wealth Management Associate - Flexible Licensing Path

Equitable Advisors; Tucson (AZ); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) and ESPP

Employee resource groups

Job summary

A leading wealth management firm in Tucson, Arizona, is seeking dedicated individuals to join as wealth managers. This role offers a flexible schedule, comprehensive training, and opportunities for mentorship, enabling you to help clients navigate their financial needs. Ideal candidates should possess a bachelor's degree and relevant licensing. You will receive support for your professional growth, be part of a culture that values community impact and inclusivity.

Qualifications

• Must have excellent interpersonal skills.
• Entrepreneurial spirit with a desire to impact lives positively.
• Must possess State Life & Health, SIE, Series 7 and Series 66 licensing.

Responsibilities

• Cultivate and expand client networks.
• Educate clients on financial products tailored to their needs.
• Analyze and implement financial products and services.

Skills

Excellent interpersonal and communication abilities

Entrepreneurial spirit

Values-driven with a track record of success

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

A leading wealth management firm in Tucson, Arizona, is seeking dedicated individuals to join as wealth managers. This role offers a flexible schedule, comprehensive training, and opportunities for mentorship, enabling you to help clients navigate their financial needs. Ideal candidates should possess a bachelor's degree and relevant licensing. You will receive support for your professional growth, be part of a culture that values community impact and inclusivity.