Wealth Management Associate – Licensing & Growth Path

Equitable Advisors; Wichita (KS); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health, dental and vision benefits

401(k)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Job summary

A financial services firm in Wichita seeks individuals passionate about helping clients reach their financial goals. The role involves engaging with clients, developing personalized financial strategies, and consulting on financial products. Candidates should possess a Bachelor's degree, relevant licensing, strong communication skills, and an entrepreneurial mindset. The firm provides comprehensive training and support, including mentorship and opportunities for professional growth.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, and Series 66.
• Work Authorization: Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives and devise personalized strategies.
• Discuss financial products tailored to clients' situations.

Skills

Excellent interpersonal and communication abilities

Entrepreneurial spirit

Values-driven with a track record of success

Ability to work with and learn from top performers

Education

Bachelor's degree or equivalent skills

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A financial services firm in Wichita seeks individuals passionate about helping clients reach their financial goals. The role involves engaging with clients, developing personalized financial strategies, and consulting on financial products. Candidates should possess a Bachelor's degree, relevant licensing, strong communication skills, and an entrepreneurial mindset. The firm provides comprehensive training and support, including mentorship and opportunities for professional growth.