Wealth Management Associate — Licensing & Mentorship

Equitable Advisors; Morristown (NJ); Vor Ort; USD 50.000 - 80.000; Vollzeit

Benefits dieser Stelle

FINRA Sponsorship

Comprehensive training

Mentorship

Stable pay for 24 months

Health & 401(k) benefits

Zusammenfassung

Equitable Advisors is seeking a motivated financial services professional to engage clients, manage portfolios, and develop personalized financial strategies in an in-office setting in Morristown, NJ.

The role emphasizes licensing, FINRA sponsorship, and a structured path to becoming a wealth manager through training and mentorship, with stable entry pay and potential commissions based on performance.

Qualifikationen

• Bachelor’s degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset and willingness to learn.
• Authorized to work in the United States.

Aufgaben

• Engage clients and build relationships through networking and portfolio management.
• Develop and communicate financial strategies tailored to client goals.
• Discuss financial products and services aligned with client needs.
• Collaborate with top performers and participate in ongoing training.

Kenntnisse

Client engagement

Communication skills

Networking

Relationship management

Ausbildung

Bachelor’s degree or equivalent

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

Jobbeschreibung

Equitable Advisors is seeking a motivated financial services professional to engage clients, manage portfolios, and develop personalized financial strategies in an in-office setting in Morristown, NJ.

The role emphasizes licensing, FINRA sponsorship, and a structured path to becoming a wealth manager through training and mentorship, with stable entry pay and potential commissions based on performance.