Wealth Management Associate - Licensing & Mentorship Path

Equitable Advisors; Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits (health, dental

401(k)

Employee Stock Purchase Plan (ESPP)

Disability Insurance

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors seeks a motivated financial professional to engage clients, understand their goals, and propose personalized strategies. The role emphasizes building relationships, guiding investment choices, and working with licensed products to support client outcomes.

You will be supported by FINRA licensing sponsorship and a comprehensive development program, with biweekly pay and potential for commissions and bonuses as you progress in wealth management.

Qualifications

• Bachelor's degree or equivalent work experience.
• Strong interpersonal and communication skills.
• Values-driven mindset with a track record of success.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Understand client objectives to develop personalized financial strategies.
• Discuss financial products and services tailored to clients' needs.

Education

Bachelor's degree

Tools

FINRA Licensing

Job description

Equitable Advisors seeks a motivated financial professional to engage clients, understand their goals, and propose personalized strategies. The role emphasizes building relationships, guiding investment choices, and working with licensed products to support client outcomes.

You will be supported by FINRA licensing sponsorship and a comprehensive development program, with biweekly pay and potential for commissions and bonuses as you progress in wealth management.