Wealth Management Associate - Launch Your Advisory Career

Equitable Advisors; Philadelphia (Philadelphia County); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

Comprehensive benefits package

Biweekly pay

Job summary

Equitable Advisors is seeking a motivated financial professional to engage clients, build lasting relationships and manage portfolios. You will craft personalized financial strategies, assess risk tolerance, and provide clear guidance on products and services to meet client goals.

The role requires a Bachelor's degree or equivalent and relevant FINRA licensing. In-office presence is required, with a strong emphasis on collaboration, growth, and a values-driven approach to helping others succeed.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Collaborating with top performers to learn and grow.
• Must be authorized to work in the United States.

Responsibilities

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

Skills

Client relationship management

Communication skills

Entrepreneurial mindset

Self-confidence

Team collaboration

Work authorization

Licensing: Series 7, Series 66, Life &

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a motivated financial professional to engage clients, build lasting relationships and manage portfolios. You will craft personalized financial strategies, assess risk tolerance, and provide clear guidance on products and services to meet client goals.

The role requires a Bachelor's degree or equivalent and relevant FINRA licensing. In-office presence is required, with a strong emphasis on collaboration, growth, and a values-driven approach to helping others succeed.