Wealth Management Associate — Licensing & Mentorship Path

Equitable Advisors

Buffalo (NY)

On-site

USD 60,000 - 90,000

Full time

2 days ago

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Benefits offered by this job

Stable Pay

Commissions and Bonus

Health Insurance

401(k) Plan

Transportation Reimbursement

Job summary

Equitable Advisors in Buffalo, NY is seeking motivated Financial Professionals to build lasting client relationships, design personalized financial plans, and guide clients toward their goals through licensing and ongoing training. This in-office role emphasizes collaboration with top performers and a client-first approach.

During initial periods, candidates may receive stable pay and access finance licenses via FINRA sponsorship, with training through our Virtual University and mentorship, plus

Qualifications

Bachelor’s degree or equivalent work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
Entrepreneurial mindset with a drive to help clients.
Strong communication and interpersonal skills.
Authorized to work in the United States.

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' situations.
Collaborate with top performers to deliver holistic financial advice.

Skills

Client Engagement

Financial Planning

Communication Skills

Entrepreneurial Mindset

Team Collaboration

Education

Bachelor's degree

Tools

FINRA Licensing

Job description

During initial periods, candidates may receive stable pay and access finance licenses via FINRA sponsorship, with training through our Virtual University and mentorship, plus

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