Wealth Management Associate: Licensed Advisor Path

Equitable Advisors; Maryland; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Professional Growth

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Columbia, MD. The role focuses on building client relationships, developing personalized financial strategies, and recommending suitable products and services.

You will engage with clients, support licensing and ongoing education, and work from an in-office location to deliver comprehensive financial guidance. The program includes FINRA sponsorship, a comprehensive 120-day training, mentorship, and access to continuous learning

Qualifications

• Bachelor's degree or equivalent work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 (FINRA).
• Must be authorized to work in the United States.
• Strong interpersonal and communication abilities.
• Entrepreneurial mindset with client-focused track record.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Provide tailored product and service recommendations for clients.
• In-office presence required.
• Maintain balance between work commitments and personal time.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

FINRA Licensing (SIE, Series 7, Series 66) + State Life & Health

Job description

Equitable Advisors is seeking a Wealth Management Associate in Columbia, MD. The role focuses on building client relationships, developing personalized financial strategies, and recommending suitable products and services.

You will engage with clients, support licensing and ongoing education, and work from an in-office location to deliver comprehensive financial guidance. The program includes FINRA sponsorship, a comprehensive 120-day training, mentorship, and access to continuous learning