Wealth Management Associate: Licensing & Mentorship Path

Equitable Advisors; Morristown (NJ); On-site; USD 32,000 - 50,000; Full time

Benefits offered by this job

Flexible schedule

FINRA sponsorship for licensing

Comprehensive benefits programs

Stable pay for up to 24 months

Job summary

A leading financial services firm in Morristown, NJ, is looking for an Entry Level Wealth Manager. The role focuses on building client relationships, developing personalized financial strategies, and providing tailored product consultations. Ideal candidates will have a bachelor's degree and the necessary licensing. The company offers significant training and mentorship opportunities, along with competitive compensation structures including stable pay and commissions.

Qualifications

• Required to have a bachelor's degree or equivalent skills and work experience.
• Candidates must obtain necessary FINRA licensing.
• Must possess excellent interpersonal and communication abilities.

Responsibilities

• Engage clients and build long-term relationships through effective networking.
• Develop personalized financial strategies based on client needs.
• Consult on tailored financial products and services.

Skills

Interpersonal communication

Entrepreneurial mindset

Networking skills

Client relationship management

Education

Bachelor's degree or equivalent skills

Tools

FINRA licensing

State Life & Health licenses

SIE

Series 7

Series 66

Job description

A leading financial services firm in Morristown, NJ, is looking for an Entry Level Wealth Manager. The role focuses on building client relationships, developing personalized financial strategies, and providing tailored product consultations. Ideal candidates will have a bachelor's degree and the necessary licensing. The company offers significant training and mentorship opportunities, along with competitive compensation structures including stable pay and commissions.