Wealth Management Associate: Licensing & Mentorship

Equitable Advisors; Roanoke (VA); On-site; USD 54,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Dental and vision

401(k)

Employee Stock Purchase Plan

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is recruiting a Wealth Management Associate in Roanoke, VA to build enduring client relationships, tailor financial strategies, and consult on suitable products and services. The role emphasizes in-office engagement and a balanced schedule to support career growth.

Successful candidates will pursue licensing pathways with FINRA sponsorship during a comprehensive 120-day training, with mentorship and access to our Virtual University, aimed at developing future leaders in wealth

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensed: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with self-confidence.
• Values-driven with a track record of success.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity.

Skills

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Licensing

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is recruiting a Wealth Management Associate in Roanoke, VA to build enduring client relationships, tailor financial strategies, and consult on suitable products and services. The role emphasizes in-office engagement and a balanced schedule to support career growth.

Successful candidates will pursue licensing pathways with FINRA sponsorship during a comprehensive 120-day training, with mentorship and access to our Virtual University, aimed at developing future leaders in wealth