Wealth Management Associate - Licensing & Growth

Equitable Advisors; Scottsdale (AZ); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Finra Sponsorship

Biweekly Pay

Commissions Bonus

Comprehensive Benefits

ESPP Program

Job summary

Equitable Advisors in Scottsdale is seeking a Wealth Management Associate to build client relationships, develop financial plans, and advise on suitable investment products. The role emphasizes in-office presence, licensing through FINRA sponsorship, and a structured training path including PEP and Virtual University.

If you are motivated, values-driven, and ready to contribute to a high-performing team, this is an opportunity to advance toward CFP/ChFC designations within a supportive

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: Life & Health, SIE, Series 7 and 66 required.
• Excellent interpersonal communication with self-confidence.

Responsibilities

• Client engagement and relationship building through networking events.
• Develop financial strategies aligned to client objectives and risk tolerance.
• Discuss and tailor financial products and services for clients.

Skills

Client Relationship

Communication Skills

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors in Scottsdale is seeking a Wealth Management Associate to build client relationships, develop financial plans, and advise on suitable investment products. The role emphasizes in-office presence, licensing through FINRA sponsorship, and a structured training path including PEP and Virtual University.

If you are motivated, values-driven, and ready to contribute to a high-performing team, this is an opportunity to advance toward CFP/ChFC designations within a supportive