Wealth Management Associate: Licensing & Mentorship Path

equitable; Tucson (AZ); Vor Ort; USD 65.000 - 100.000; Vollzeit

Benefits dieser Stelle

Sign-On Payment

Biweekly Pay

Commissions & Bonus

Benefits (health, dental, vision, 401k

Zusammenfassung

Equitable Advisors is dedicated to making a positive impact in the lives of its clients through a structured path to becoming a wealth manager via licensing and employment. The role requires in-office presence and focuses on building client relationships, developing financial strategies, and advising on suitable products and services.

Candidates should have a bachelor's degree or equivalent experience, hold essential FINRA licenses, and possess a values-driven, entrepreneurial mindset.

Qualifikationen

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Aufgaben

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Kenntnisse

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Networking

Ausbildung

Bachelor's degree or equivalent

Tools

FINRA licensing

Jobbeschreibung

Equitable Advisors is dedicated to making a positive impact in the lives of its clients through a structured path to becoming a wealth manager via licensing and employment. The role requires in-office presence and focuses on building client relationships, developing financial strategies, and advising on suitable products and services.

Candidates should have a bachelor's degree or equivalent experience, hold essential FINRA licenses, and possess a values-driven, entrepreneurial mindset.