Wealth Management Associate: Licensing & Growth Path

Equitable Advisors; Troy (MI); Presencial; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Leadership Development

Descripción de la vacante

Equitable Advisors seeks a Wealth Management Associate in Troy, MI to build and nurture client relationships, develop customized financial strategies, and discuss suitable products and services. This role emphasizes carrying out structured training, licensing progression, and mentorship within an in-office setting.

Candidates should have aBachelor's degree or equivalent, and hold or be pursuing FINRA licenses (SIE, Series 7, Series 66).

Formación

• Bachelor's degree or equivalent work experience required.
• Licensing in SIE, Series 7, Series 66 required/ongoing licensing path provided.

Responsabilidades

• Build and nurture client relationships through networking and portfolio management.
• Develop financial strategies by understanding clients' objectives and risk tolerance.
• Discuss and tailor financial products and services to clients' needs.
• In-office presence required in Troy, MI.
• Balance work and personal time to maximize productivity.

Conocimientos

Licensing: Series 7

Licensing: Series 66

Licensing: SIE

Communication skills

Entrepreneurial mindset

Educación

Bachelor's degree

Descripción del empleo

Equitable Advisors seeks a Wealth Management Associate in Troy, MI to build and nurture client relationships, develop customized financial strategies, and discuss suitable products and services. This role emphasizes carrying out structured training, licensing progression, and mentorship within an in-office setting.

Candidates should have aBachelor's degree or equivalent, and hold or be pursuing FINRA licenses (SIE, Series 7, Series 66).