Wealth Management Associate: Licensing & Mentorship Path

equitable; United States; Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship & Coaching

Professional growth programs

Training via Virtual University

Job summary

Equitable Advisors is seeking a results-oriented wealth management professional to join its nationwide network of financial professionals. The role emphasizes building and nurturing client relationships, developing personalized financial strategies, and guiding clients through suitable financial products and services.

The position offers in-office work with sponsorship for required FINRA licenses, comprehensive training, mentorship, and opportunities for professional growth in wealth management.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and communication abilities.
• Entrepreneurial mindset with drive to help others.

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.

Skills

Client engagement

Financial strategy

Communication skills

Collaboration

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a results-oriented wealth management professional to join its nationwide network of financial professionals. The role emphasizes building and nurturing client relationships, developing personalized financial strategies, and guiding clients through suitable financial products and services.

The position offers in-office work with sponsorship for required FINRA licenses, comprehensive training, mentorship, and opportunities for professional growth in wealth management.