Wealth Management Associate — Licensing & Growth Path

Equitable Advisors; Oak Brook (IL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Employee stock purchase plan (ESPP)

Disability insurance

Life Insurance

Transit reimbursement

Job summary

Equitable Advisors seeks a Wealth Management Associate in Oak Brook, IL, with an in-office presence required to build client relationships and manage portfolios. You will develop tailored financial strategies aligned with client objectives and risk tolerance while discussing relevant products and services.

The role emphasizes communication, collaboration, and a values-driven mindset, supported by FINRA licensing sponsorship, mentorship, and ongoing professional growth opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience
• State Life & Health licensing, SIE, Series 7, Series 66
• Values-driven with a track record of success
• Excellent interpersonal and communication abilities
• Authorized to work in the United States

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and service consultation: discuss financial products and services tailored to clients' unique situations
• In-office presence required

Skills

Client engagement

Financial strategy

Product and service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree

Job description

Equitable Advisors seeks a Wealth Management Associate in Oak Brook, IL, with an in-office presence required to build client relationships and manage portfolios. You will develop tailored financial strategies aligned with client objectives and risk tolerance while discussing relevant products and services.

The role emphasizes communication, collaboration, and a values-driven mindset, supported by FINRA licensing sponsorship, mentorship, and ongoing professional growth opportunities.