Wealth Management Associate: Growth, Licensing & Impact

Equitable Advisors; Tucson (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Biweekly pay

Commissions and bonus

Comprehensive benefits (health, dental

Vision

401(k) and ESPP

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Tucson, AZ to build and nurture client relationships, develop financial strategies, and discuss tailored products and services. In-office presence is required, with a structured pathway to licensing and advancement.

You will gain access to FINRA sponsorship, a 120-day training period, and a comprehensive mentorship network, plus biweekly pay, bonuses, and broad benefits.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Communication skills: excellent interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Wealth Management Associate in Tucson, AZ to build and nurture client relationships, develop financial strategies, and discuss tailored products and services. In-office presence is required, with a structured pathway to licensing and advancement.

You will gain access to FINRA sponsorship, a 120-day training period, and a comprehensive mentorship network, plus biweekly pay, bonuses, and broad benefits.