Wealth Management Associate: Licensed Advisory Career Path

Equitable Advisors; Portsmouth (NH); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Flexible schedule

Training and mentorship programs

Sign-on payment

Job summary

A renowned financial services firm is seeking a Wealth Management Associate to build and nurture client relationships, develop personalized financial strategies, and consult on various financial products. The ideal candidate will have strong communication skills and relevant licenses including State Life & Health, SIE, Series 7, and Series 66. This role offers training, mentorship, and a competitive compensation package. Flexible working hours and a commitment to community engagement make this an attractive position.

Qualifications

• Strong communication skills and self-confidence are essential.
• Must value relationship building and have networking experience.
• State Life & Health, SIE, Series 7, Series 66 licensing is required.

Responsibilities

• Engage and maintain client relationships through various initiatives.
• Develop financial strategies tailored to clients' needs.
• Consult on financial products suitable for client situations.

Skills

Interpersonal communication

Networking

Entrepreneurial spirit

Relationship building

Education

Bachelor’s degree or equivalent skills and work experience

Job description

A renowned financial services firm is seeking a Wealth Management Associate to build and nurture client relationships, develop personalized financial strategies, and consult on various financial products. The ideal candidate will have strong communication skills and relevant licenses including State Life & Health, SIE, Series 7, and Series 66. This role offers training, mentorship, and a competitive compensation package. Flexible working hours and a commitment to community engagement make this an attractive position.