Wealth Management Associate - Licensing & Growth

Equitable Advisors; Scottsdale (AZ); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors in Scottsdale seeks a Wealth Management Associate to build client relationships, develop tailored financial strategies, and discuss products and services while working on-site with a focus on client outcomes.

The role emphasizes collaboration with top performers, licensing requirements (Life & Health, SIE, Series 7, 66), and ongoing professional growth through FINRA sponsorship and virtual learning resources.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.

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.
• In-office presence required to engage with clients and team effectively.
• Maintain a clear, balanced work-life workflow.

Skills

Communication

Networking

Financial planning

Client relationships

Sales orientation

Education

Bachelor's degree

Job description

Equitable Advisors in Scottsdale seeks a Wealth Management Associate to build client relationships, develop tailored financial strategies, and discuss products and services while working on-site with a focus on client outcomes.

The role emphasizes collaboration with top performers, licensing requirements (Life & Health, SIE, Series 7, 66), and ongoing professional growth through FINRA sponsorship and virtual learning resources.