Wealth Management Associate - Licensing & Growth Path

Equitable Advisors; Denver (CO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Biweekly pay

Health, dental and vision insurance

401(k) plan

Job summary

Equitable Advisors in the United States seeks a Wealth Management Associate to help clients reach their financial goals by building relationships, developing tailored strategies, and advising on suitable products and services. This role emphasizes onboarding and licensing support through FINRA pathways, with professional growth opportunities.

The position requires in-office presence and collaboration with top performers, offering a structured path toward becoming a licensed wealth manager.

Qualifications

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

Responsibilities

• Client engagement through networking events and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Consult on products and services tailored to clients' needs.
• In-office presence required with a focus on work-life balance.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Tools

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

Job description

Equitable Advisors in the United States seeks a Wealth Management Associate to help clients reach their financial goals by building relationships, developing tailored strategies, and advising on suitable products and services. This role emphasizes onboarding and licensing support through FINRA pathways, with professional growth opportunities.

The position requires in-office presence and collaboration with top performers, offering a structured path toward becoming a licensed wealth manager.