Wealth Management Associate: Licensing & Growth Path

Equitable Advisors; Denver (CO); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Personalized Coaching

Leadership Development

CFP/ChFC path

Sign-On Payment eligibility

Stable pay

Job summary

Equitable Advisors is actively seeking candidates in Denver to build and nurture client relationships, develop financial strategies, and discuss tailored products and services. This in-office role emphasizes networking, clear communication, and collaborating with top performers to grow a wealth management career.

The program provides FINRA licensing sponsorship, extensive training, mentorship, and a path to becoming a licensed financial professional through our structured PEP and virtual

Qualifications

• Bachelor's degree or equivalent.
• State Life & Health, SIE, Series 7, Series 66 licenses are required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong 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' situations.

Skills

Client relationship skills

Communication skills

Entrepreneurial mindset

Team collaboration

US work authorization

Education

Bachelor's degree or equivalent

Tools

FINRA licensing process

CFP/ChFC path

Job description

Equitable Advisors is actively seeking candidates in Denver to build and nurture client relationships, develop financial strategies, and discuss tailored products and services. This in-office role emphasizes networking, clear communication, and collaborating with top performers to grow a wealth management career.

The program provides FINRA licensing sponsorship, extensive training, mentorship, and a path to becoming a licensed financial professional through our structured PEP and virtual