Wealth Management Associate: Licensing & Mentorship

Equitable Advisors; Troy (MI); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Troy, MI is seeking a Wealth Management Associate to build and manage client relationships, develop financial strategies, and tailor investment recommendations through our licensing pathway.

The role requires in-office presence, a bachelor's degree (or equivalent experience), and FINRA licensing support through the firm. You'll receive mentorship, ongoing education, and a structured path to becoming a licensed wealth manager.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, 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 work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree

Job description

Equitable Advisors in Troy, MI is seeking a Wealth Management Associate to build and manage client relationships, develop financial strategies, and tailor investment recommendations through our licensing pathway.

The role requires in-office presence, a bachelor's degree (or equivalent experience), and FINRA licensing support through the firm. You'll receive mentorship, ongoing education, and a structured path to becoming a licensed wealth manager.