Wealth Management Associate: Licensed & Training Path

equitable; Port Reading (NJ); On-site; USD 33,000 - 55,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility ($250–$1,0

Stable Pay after PEP (biweekly)

Commissions & Bonus

Benefits Eligibility (health, dental,

401(k); ESPP; disability; life; TRIP)

Job summary

Equitable Advisors is hiring in New Jersey for an in-office financial professional track focused on building client relationships, developing financial strategies, and consulting on products tailored to client needs. The role includes FINRA licensing sponsorship and a structured training path.

You will participate in a 120-day hands-on training period (PEP) with mentorship, gain access to a Virtual University, and have opportunities to pursue designations while earning commissions and a stable

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensed for FINRA Series 7 and Series 66; Life & Health; SIE.
• Strong interpersonal and communication abilities with self-confidence.

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

Communication Skills

Entrepreneurial Mindset

Relationship Building

Networking

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA Licensing: Series 7

FINRA Licensing: Series 66

FINRA Licensing: Life & Health

SIE

Job description

Equitable Advisors is hiring in New Jersey for an in-office financial professional track focused on building client relationships, developing financial strategies, and consulting on products tailored to client needs. The role includes FINRA licensing sponsorship and a structured training path.

You will participate in a 120-day hands-on training period (PEP) with mentorship, gain access to a Virtual University, and have opportunities to pursue designations while earning commissions and a stable