Wealth Management Associate: Growth, Mentorship & Licensing

Equitable Advisors; Buffalo (NY); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Health, dental, and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Job summary

Equitable Advisors in Buffalo, NY, seeks enthusiastic professionals to build and nurture client relationships while developing personalized financial strategies. This role requires a strong presence in the office and offers extensive training and development opportunities.

The ideal candidate will possess a Bachelor's degree or equivalent experience and licenses such as Series 7 and 66. Benefits include health coverage and a supportive work environment focused on personal and professional growth.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Strong self-confidence and excellent interpersonal skills.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives to devise personalized strategies.
• Discuss tailored financial products and services.

Skills

Client Engagement

Financial Strategy Development

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor’s degree or equivalent

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

Equitable Advisors in Buffalo, NY, seeks enthusiastic professionals to build and nurture client relationships while developing personalized financial strategies. This role requires a strong presence in the office and offers extensive training and development opportunities.

The ideal candidate will possess a Bachelor's degree or equivalent experience and licenses such as Series 7 and 66. Benefits include health coverage and a supportive work environment focused on personal and professional growth.