Wealth Management Associate – Licensing & Growth Path

Equitable Advisors; Wichita (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Biweekly pay

Commissions and bonus

Comprehensive benefits: health, dental

401(k) plan

Job summary

Equitable Advisors is hiring a Financial Professional in Kansas (Wichita) to engage clients, develop personalized financial strategies, and consult on products and services. The role requires an in-office presence and a strong commitment to client outcomes.

Candidates should have a bachelor's degree or equivalent, and hold licensing including Life & Health, SIE, Series 7 and 66. A values-driven, entrepreneurial mindset and collaboration with top performers are essential.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to collaborate with top performers.
• Authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients' objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients' needs.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Mindset

Entrepreneurial spirit

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors is hiring a Financial Professional in Kansas (Wichita) to engage clients, develop personalized financial strategies, and consult on products and services. The role requires an in-office presence and a strong commitment to client outcomes.

Candidates should have a bachelor's degree or equivalent, and hold licensing including Life & Health, SIE, Series 7 and 66. A values-driven, entrepreneurial mindset and collaboration with top performers are essential.