Wealth Management Associate - License Path & Mentorship

Equitable Advisors

Ponce (PR)

On-site

USD 50,000 - 80,000

Full time

6 days ago

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Benefits offered by this job

FINRA sponsorship

Stable pay

Commissions & bonus

Benefits package

Transportation reimbursement

Job summary

Equitable Advisors is seeking a Wealth Management Associate for the Puerto Rico, Ponce area. This role emphasizes client engagement, financial strategy development, and personalized product guidance, with an in-office requirement and a focus on balancing professional and personal time.

The program includes FINRA sponsorship, a 120-day training period, Virtual University access, mentorship, and opportunities for professional designations while offering stable pay and potential commissions and

Qualifications

Bachelor's degree or equivalent 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.
Entrepreneurial spirit with a desire to positively impact others' lives.
Ability to work with and learn from top performers.
Work authorization 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.
Location: In-office presence required.
Work-Life Balance: Flexible schedule to maximize productivity and personal time.