Wealth Management Associate: Licensing & Growth Path

Equitable Advisors; Portsmouth (NH); On-site; USD 33,000 - 42,000; Full time

Benefits offered by this job

Sign-On Bonus Eligibility ($250–$1,000

Stable Biweekly Pay (up to 24 months)

Commissions & Bonus

Benefits Eligibility (health, dental,

401(k); ESPP; disability; life; TRIP)

Job summary

Equitable Advisors in the United States is seeking driven financial professionals to build client relationships, develop personalized financial strategies, and consult on products and services. The role requires in-office presence and a licensing path including FINRA sponsorship.

Comprehensive training through a 120-day program, mentorship, and access to a Virtual University supports your growth toward professional designations such as CFP and ChFC.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: 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.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in the United States is seeking driven financial professionals to build client relationships, develop personalized financial strategies, and consult on products and services. The role requires in-office presence and a licensing path including FINRA sponsorship.

Comprehensive training through a 120-day program, mentorship, and access to a Virtual University supports your growth toward professional designations such as CFP and ChFC.