Wealth Management Associate: Launch Your Financial Career

Equitable Advisors; Wall (SD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP/ChFC education

Sign-On Bonus Eligibility

Stable Pay

Commissions & Bonus

Benefits Program

Job summary

Equitable Advisors seeks a Wealth Management Associate in Wall, New Jersey to build client relationships, develop tailored financial strategies, and discuss products and services to help clients achieve financial goals.

The role requires a Bachelor's degree, FINRA licensing (Life/Health, SIE, Series 7, 66) and a collaborative, entrepreneurial mindset with strong communication. In-office presence is required.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• 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.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy

Communication skills

Collaboration

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Licensing: Life/Health, SIE, Series 7, Series 66

Job description

Equitable Advisors seeks a Wealth Management Associate in Wall, New Jersey to build client relationships, develop tailored financial strategies, and discuss products and services to help clients achieve financial goals.

The role requires a Bachelor's degree, FINRA licensing (Life/Health, SIE, Series 7, 66) and a collaborative, entrepreneurial mindset with strong communication. In-office presence is required.