Wealth Management Associate | Licensing & Mentorship

Equitable Advisors; Roanoke (VA); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Sign-On Bonus

Stable Pay

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors seeks a Wealth Management Associate in Roanoke, VA to build client relationships, develop personalized financial strategies, and discuss tailored products. The role requires in-office presence and a focus on balancing professional and personal time.

Candidates should have a Bachelor's degree or equivalent experience, hold FINRA licenses (SIE, Series 7, 66) or be eligible, and demonstrate strong communication and entrepreneurial mindset to drive client success.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.

Responsibilities

• Client engagement: build and nurture client relationships and portfolio management.
• Financial strategy development: tailor strategies to risk tolerance and objectives.
• Product and service consultation: discuss suitable financial products.
• Location: in-office presence required.
• Work-life balance: flexible schedule to maximize productivity.

Skills

Client engagement

Financial strategy

Communication skills

Collaboration

Entrepreneurial mindset

Work authorization

Education

Bachelor's degree or equivalent

Tools

SIE

Series 7

Series 66

State Life & Health License

Job description

Equitable Advisors seeks a Wealth Management Associate in Roanoke, VA to build client relationships, develop personalized financial strategies, and discuss tailored products. The role requires in-office presence and a focus on balancing professional and personal time.

Candidates should have a Bachelor's degree or equivalent experience, hold FINRA licenses (SIE, Series 7, 66) or be eligible, and demonstrate strong communication and entrepreneurial mindset to drive client success.