Wealth Management Associate — Licensing & Mentorship Path

Equitable Advisors; Honolulu (HI); Presencial; USD 41 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Leadership Development

Professional growth support

Sign-On Payment Eligibility

Stable pay during 24 months

Commissions and bonus

Benefits eligible

Resumo da oferta

Equitable Advisors seeks a driven professional to engage clients and develop tailored financial strategies. You will manage portfolios, discuss products, and build trusted relationships, with strong emphasis on in-office collaboration.

Expect a comprehensive training path, FINRA licensing sponsorship, and mentoring to grow into a licensed wealth manager, with support for professional designations and a structured onboarding program.

Qualificações

• Bachelor's degree or equivalent work experience.
• Active licenses: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and achievement.
• Excellent interpersonal and communication abilities with confidence.
• Entrepreneurial mindset with a desire to help others achieve goals.
• Willingness to collaborate with top performers and learn.
• Authorized to work in the United States.

Responsabilidades

• 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' unique situations.
• Maintain an in-office presence as required.
• Contribute to ongoing client engagement and progress tracking.

Conhecimentos

Client engagement

Financial strategy

Communication

Entrepreneurial mindset

Collaboration

Work authorization (US)

Formação académica

Bachelor's degree or equivalent

Ferramentas

Licensing support tools

Descrição da oferta de emprego

Equitable Advisors seeks a driven professional to engage clients and develop tailored financial strategies. You will manage portfolios, discuss products, and build trusted relationships, with strong emphasis on in-office collaboration.

Expect a comprehensive training path, FINRA licensing sponsorship, and mentoring to grow into a licensed wealth manager, with support for professional designations and a structured onboarding program.