Wealth Management Associate: Growth, Licensing Path

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

Benefits offered by this job

Health, dental & vision insurance

401(k) plan

Employee stock purchase program (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors seeks a Wealth Management Associate in Ft. Lauderdale to build client relationships, develop financial strategies, and discuss suitable products. In-office presence is required, with a structured training path including FINRA licensing sponsorship.

Role emphasizes a values-driven mindset, collaboration with senior professionals, and opportunities for professional growth toward CFP/ChFC designations, with biweekly pay and potential commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent work experience.
• Excellent interpersonal and communication abilities.
• Authorized to work in the United States.
• Entrepreneurial spirit with a drive to help others.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss financial products and services tailored to client needs.
• Collaborate with top performers and learn from mentorship programs.
• Engage in in-office activities and maintain a balance between work and personal time.

Skills

Client engagement

Financial strategy development

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors seeks a Wealth Management Associate in Ft. Lauderdale to build client relationships, develop financial strategies, and discuss suitable products. In-office presence is required, with a structured training path including FINRA licensing sponsorship.

Role emphasizes a values-driven mindset, collaboration with senior professionals, and opportunities for professional growth toward CFP/ChFC designations, with biweekly pay and potential commissions and bonuses.