Wealth Management Associate - Licensing & Mentorship Path

Equitable Advisors; Maryland; Presencial; USD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Sign-On Bonus

Stable Pay

Commissions & Bonus

Benefits Package

Resumo da oferta

Equitable Advisors is seeking a Wealth Management Associate to build and manage client relationships in MD, with a focus on portfolio management and personalized financial planning. The role requires in-office presence and a commitment to ongoing licensing and professional development.

Ideal candidates have a Bachelor’s degree or equivalent experience, FINRA licensing (SIE, Series 7, 66, Life & Health), and a strong entrepreneurial mindset.

Qualificações

• Bachelor’s degree or equivalent skills and work experience required.
• Licensing: SIE, Series 7, Series 66, Life & Health licensing required.
• Strong communication and interpersonal skills with a values-driven mindset.
• Entrepreneurial spirit with a track record of success and accomplishment.
• Ability to collaborate with top performers and learn continuously.
• Must be authorized to work in the United States.

Responsabilidades

• Engage clients and nurture relationships through networking events and portfolio management.
• Develop financial strategies aligned with clients’ objectives and risk tolerance.
• Present personalized product and service recommendations based on client needs.

Conhecimentos

Client engagement

Financial strategy

Product consultation

Communication

Entrepreneurial mindset

Collaboration

Work authorization

Licensing: SIE Series 7 Series 66 Life

Formação académica

Bachelor’s degree or equivalent

Descrição da oferta de emprego

Equitable Advisors is seeking a Wealth Management Associate to build and manage client relationships in MD, with a focus on portfolio management and personalized financial planning. The role requires in-office presence and a commitment to ongoing licensing and professional development.

Ideal candidates have a Bachelor’s degree or equivalent experience, FINRA licensing (SIE, Series 7, 66, Life & Health), and a strong entrepreneurial mindset.