Wealth Management Associate: Licensing & Mentorship Path

Equitable Advisors; Deerfield (IL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Personalized Coaching

Leadership Development School

Professional Growth (CFP, ChFC)

Sign-On Payment Eligibility

Job summary

Equitable Advisors in Deerfield, IL is seeking a Wealth Management Associate to engage clients, craft personalized financial strategies, and offer tailored product guidance. The role requires in-office presence and a focus on relationship building to support clients’ financial goals.

You will receive FINRA sponsorship for licensing, a 120-day training program, mentorship, and access to Virtual University, with biweekly pay during the initial period and potential commissions and bonuses as you

Qualifications

• Bachelor's degree or equivalent skills and work experience is required.
• State Life & Health, SIE, Series 7, Series 66 licensing are required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit 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.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• 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

Licensing: State Life & Health, SIE, S

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in Deerfield, IL is seeking a Wealth Management Associate to engage clients, craft personalized financial strategies, and offer tailored product guidance. The role requires in-office presence and a focus on relationship building to support clients’ financial goals.

You will receive FINRA sponsorship for licensing, a 120-day training program, mentorship, and access to Virtual University, with biweekly pay during the initial period and potential commissions and bonuses as you