Wealth Management Associate: Leadership Path & Remote

Equitable Advisors; Town of Florida (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Employee Stock Purchase Plan

Work-life balance

Comprehensive benefits

Job summary

A wealth-management firm is seeking a Wealth Management Associate in New York to help shape future leaders. Responsibilities include networking for talent, coaching new Financial Professionals, and collaborating with leadership. A four-year college degree is preferred. Successful candidates will gain access to leadership training, comprehensive benefits, and opportunities for career advancement. Join a firm that values diversity and is committed to supporting your growth in the financial industry.

Qualifications

• Desire to help others plan for financial futures.
• Ability to meet licensing requirements.
• Pass FINRA Series 24 exam before leadership role.

Responsibilities

• Network to discover new talent.
• Coach and mentor new Financial Professionals.
• Collaborate with local leadership.

Skills

Networking

Coaching

Team-building

Relationship management

Knowledge of financial products

Self-confidence

Education

Four-year college degree

Job description

A wealth-management firm is seeking a Wealth Management Associate in New York to help shape future leaders. Responsibilities include networking for talent, coaching new Financial Professionals, and collaborating with leadership. A four-year college degree is preferred. Successful candidates will gain access to leadership training, comprehensive benefits, and opportunities for career advancement. Join a firm that values diversity and is committed to supporting your growth in the financial industry.