Wealth Management Associate — Licensing & Growth Path

Equitable Advisors; Columbia (MD); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership development

Professional growth

Sign-on eligibility

Stable pay program

Benefits package

Job summary

Equitable Advisors seeks a motivated wealth management professional to build client relationships, develop personalized financial strategies, and discuss tailored products. An in-office presence is required, with a flexible schedule to balance productivity and personal time.

The role includes FINRA licensing sponsorship, extensive training, and mentorship, with opportunities for professional growth and designations such as CFP and ChFC.

Qualifications

• Bachelor's degree or equivalent work experience required.
• State Life & Health, SIE, Series 7, Series 66 licensing required/pursuit.
• Values-driven with a track record of success and collaboration.

Responsibilities

• Client Engagement: build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: formulate personalized strategies based on objectives and risk tolerance.
• Product and Service Consultation: discuss financial products tailored to clients' situations.

Skills

Communication skills

Entrepreneurial mindset

Sales & networking

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a motivated wealth management professional to build client relationships, develop personalized financial strategies, and discuss tailored products. An in-office presence is required, with a flexible schedule to balance productivity and personal time.

The role includes FINRA licensing sponsorship, extensive training, and mentorship, with opportunities for professional growth and designations such as CFP and ChFC.