Wealth Management Associate: Licensing & Mentorship Path

equitable; Secaucus (NJ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors in Secaucus, NJ is seeking a driven financial professional to build client relationships and develop personalized financial strategies. This role begins with comprehensive training, FINRA licensing sponsorship, and mentorship, with a clear path to becoming a licensed wealth manager.

You will collaborate with top performers, participate in a flexible yet in-office environment, and pursue designations such as CFP or ChFC while advancing your career in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• 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' objectives and risk tolerance to devise personalized strategies.
• Product and service consultation: Discuss financial products and services tailored to clients' situations.
• Location: In-office presence required.
• Work-life balance: Flexible schedule to maximize productivity and personal time.

Skills

Work authorization

Communication

Entrepreneurial mindset

Collaboration

Values-driven

Self-confidence

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Tools

Licensing requirements

Job description

Equitable Advisors in Secaucus, NJ is seeking a driven financial professional to build client relationships and develop personalized financial strategies. This role begins with comprehensive training, FINRA licensing sponsorship, and mentorship, with a clear path to becoming a licensed wealth manager.

You will collaborate with top performers, participate in a flexible yet in-office environment, and pursue designations such as CFP or ChFC while advancing your career in wealth management.