Wealth Management Associate: Future Leadership Path

Equitable Advisors; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health Plan

401(k) Plan with company match

ESPP

Disability Insurance

Life Insurance

Remote-work technology

Work-life balance

Job summary

Equitable Advisors is seeking a Wealth Management Associate with a future leadership path in Florida. The role develops financial professionals, builds markets, and aligns with branch goals through coaching and mentorship.

Expect to gain licensing sponsorship and leadership training while fostering an inclusive team culture and a strong client-network. This position emphasizes long-term relationships and personal development.

Qualifications

• Four-year college degree preferred but not required.
• Must complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base.
• Must pass FINRA Series 24 exam prior to stepping into leadership.
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
• Desire to help others plan for and protect their financial futures.
• Knowledge of our products & services.
• Authorized to work in the United States.

Responsibilities

• Networking to discover new talent to grow your team.
• Coaching from your experience & training to develop new Financial Professionals.
• Collaborating with local leadership to strengthen values, mission and vision.
• Committing to personal and district goals consistent with branch and company strategy.
• Supervisory skills ensuring compliance and brand are met.
• Fostering diverse talent and enabling an inclusive work environment.
• Teambuilding through culture and events.

Skills

Networking

Coaching

Relationship building

Leadership

Licensing knowledge

Education

Four-year college degree

Tools

SIE

FINRA Series 7

FINRA Series 66

FINRA Series 24

State Life and Health license

Job description

Equitable Advisors is seeking a Wealth Management Associate with a future leadership path in Florida. The role develops financial professionals, builds markets, and aligns with branch goals through coaching and mentorship.

Expect to gain licensing sponsorship and leadership training while fostering an inclusive team culture and a strong client-network. This position emphasizes long-term relationships and personal development.