Wealth Management Associate: Launch Your Financial Career

equitable; Falls Church (VA); On-site; USD 31,000 - 42,000; Full time

Benefits offered by this job

Health, dental & vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors seeks a driven professional to grow as a wealth manager through licensing and employment. You will engage clients, develop personalized financial strategies, and consult on a range of financial products and services.

This in-office role emphasizes relationship-building and ongoing client support. Training includes FINRA sponsorship, a 120-day hands-on program, and access to a virtual university, with mentorship and leadership development opportunities to advance towards

Qualifications

• Bachelor's degree or equivalent experience.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.

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 engagement

Licensing knowledge

Communication

Entrepreneurial mindset

Collaboration

Work authorization US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a driven professional to grow as a wealth manager through licensing and employment. You will engage clients, develop personalized financial strategies, and consult on a range of financial products and services.

This in-office role emphasizes relationship-building and ongoing client support. Training includes FINRA sponsorship, a 120-day hands-on program, and access to a virtual university, with mentorship and leadership development opportunities to advance towards