Wealth Management Associate - Licensing & Mentorship

Equitable Advisors; Wisconsin; On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits including health and dental

401(k) and Employee Stock Purchase Plan

Professional development opportunities

Sign-On Payment

Job summary

A leading financial advisory firm in the United States is seeking motivated candidates to join their wealth management team. This role focuses on building client relationships, developing personalized financial strategies, and providing consultations on financial products. Candidates must possess a Bachelor's degree and relevant FINRA licenses. The role offers comprehensive training, mentorship, and numerous professional growth opportunities. Join us and make a positive impact in the lives of clients while pursuing your financial career.

Qualifications

• Must possess State Life & Health, SIE, Series 7, Series 66 licenses.
• Values-driven with a track record of success.
• Must have authorization to work in the United States.

Responsibilities

• Build and nurture client relationships through networking.
• Devise personalized financial strategies for clients.
• Provide consultations on financial products and services.

Skills

Strong communication skills

Interpersonal abilities

Entrepreneurial mindset

Ability to collaborate with top performers

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Job description

A leading financial advisory firm in the United States is seeking motivated candidates to join their wealth management team. This role focuses on building client relationships, developing personalized financial strategies, and providing consultations on financial products. Candidates must possess a Bachelor's degree and relevant FINRA licenses. The role offers comprehensive training, mentorship, and numerous professional growth opportunities. Join us and make a positive impact in the lives of clients while pursuing your financial career.