Wealth Management Associate — Launch Your Advisory Career

Equitable Advisors; Ocala (FL); On-site; USD 42,000 - 64,000; Part time

Benefits offered by this job

Comprehensive benefits programs

Flexible schedule

Mentorship opportunities

Job summary

A financial services company is seeking a part-time Wealth Management Associate in Ocala, FL, to build and nurture client relationships while developing personalized financial strategies. Successful candidates will hold a Bachelor's degree and relevant licenses, demonstrating excellent interpersonal skills and an entrepreneurial mindset. The role offers flexible scheduling and comprehensive training to support professional growth, including access to FINRA sponsorship and a range of benefits.

Qualifications

• Must have State Life & Health, SIE, Series 7, and Series 66 licenses.
• Must be authorized to work in the United States.
• Values-driven with a track record of success.

Responsibilities

• Build and nurture client relationships through networking events.
• Devise personalized financial strategies based on clients' objectives.
• Consult on financial products and services tailored to clients.

Skills

Interpersonal communication

Entrepreneurial mindset

Networking abilities

Client relationship management

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing

Virtual University access

Job description

A financial services company is seeking a part-time Wealth Management Associate in Ocala, FL, to build and nurture client relationships while developing personalized financial strategies. Successful candidates will hold a Bachelor's degree and relevant licenses, demonstrating excellent interpersonal skills and an entrepreneurial mindset. The role offers flexible scheduling and comprehensive training to support professional growth, including access to FINRA sponsorship and a range of benefits.