Wealth Management Associate — Licensing & Growth

Equitable Advisors; Columbia (MD); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Career coaching

Job summary

Equitable Advisors is seeking candidates to advance through FINRA licensing and a structured wealth-management pathway. The role focuses on client engagement, financial strategy, and product consultation in an in-office environment.

Training includes FINRA sponsorship, a 120-day PEP program, and access to Virtual University, with mentorship and opportunities to pursue CFP/ChFC and other credentials.

Qualifications

• Client engagement: build and nurture client relationships through networking events and portfolio management.
• Excellent communication and interpersonal skills for guidance and clear recommendations.
• Entrepreneurial mindset with a track record of success and achievement.

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' situations.

Skills

Client engagement

Communication skills

Self-confidence

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Tools

Licensing: Series 7/66, SIE, Life & Health

Job description

Equitable Advisors is seeking candidates to advance through FINRA licensing and a structured wealth-management pathway. The role focuses on client engagement, financial strategy, and product consultation in an in-office environment.

Training includes FINRA sponsorship, a 120-day PEP program, and access to Virtual University, with mentorship and opportunities to pursue CFP/ChFC and other credentials.