Wealth Management Associate: Licensing & Mentorship

Equitable Advisors; Warwick (RI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k)

ESPP

Disability Insurance

Life Insurance

TRIP

Job summary

Equitable Advisors in Warwick, RI is seeking a Wealth Management Associate to build lasting client relationships and tailor financial strategies. You will engage clients through networking, assess objectives and risk, and discuss suitable products and services while maintaining an in-office presence.

The role includes a 120-day training period (PEP) with FINRA licensing sponsorship, mentorship, and a path toward CFP/ChFC and other credentials.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing in Life & Health, SIE, Series 7 and Series 66 is required.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies by understanding client objectives and risk tolerance.
• Discuss financial products and services tailored to clients’ situations.
• Maintain in-office presence as the role requires location.
• Balance work with personal time through flexible scheduling.

Skills

Licensing: Series 7

Licensing: Series 66

SIE

Life & Health Licensing

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Warwick, RI is seeking a Wealth Management Associate to build lasting client relationships and tailor financial strategies. You will engage clients through networking, assess objectives and risk, and discuss suitable products and services while maintaining an in-office presence.

The role includes a 120-day training period (PEP) with FINRA licensing sponsorship, mentorship, and a path toward CFP/ChFC and other credentials.