Wealth Management Associate: Licensed, Client-Focused Growth

Equitable Advisors; Tampa (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Leadership Development School

Professional growth support (CFP, ChFC

Sign-On Payment

Stable Pay

Commissions and Bonus

Comprehensive benefits (health, dental

Job summary

Equitable Advisors in Florida seeks a Wealth Management Associate to build and nurture client relationships, develop tailored financial strategies, and discuss products and services in a private, in-office environment.

You will engage with clients to translate financial goals into actionable plans while leveraging Equitable Advisors’ training programs and licensing support to advance your career in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• 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.

Skills

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

FINRA licensing (L&H, SIE, Series 7, Series 66)

Job description

Equitable Advisors in Florida seeks a Wealth Management Associate to build and nurture client relationships, develop tailored financial strategies, and discuss products and services in a private, in-office environment.

You will engage with clients to translate financial goals into actionable plans while leveraging Equitable Advisors’ training programs and licensing support to advance your career in wealth management.