Wealth Management Associate - Licensed & Mentored Path

equitable; Wall (SD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day Preliminary Employment Period

Virtual University

Mentorship

Leadership Development

Professional growth towards CFP/ChFC

Job summary

Equitable Advisors is looking for a driven financial professional to build client relationships and manage portfolios from an in-office role in the United States. You will develop tailored financial strategies, discuss products and services, and work toward licensing requirements.

The program offers FINRA sponsorship, a comprehensive 120-day training, mentorship, and access to ongoing learning through Equitable's Virtual University, with opportunities for professional growth toward CFP and

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal abilities with self-confidence.
• Entrepreneurial mindset with desire to impact others' lives.
• Willingness to work in the United States and obtain required licenses.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients' objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients' situations.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is looking for a driven financial professional to build client relationships and manage portfolios from an in-office role in the United States. You will develop tailored financial strategies, discuss products and services, and work toward licensing requirements.

The program offers FINRA sponsorship, a comprehensive 120-day training, mentorship, and access to ongoing learning through Equitable's Virtual University, with opportunities for professional growth toward CFP and