Wealth Management Associate: Licensing & Mentorship Path

equitable; United States; Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Comprehensive training

Mentorship

Career development

Job summary

Equitable Advisors is seeking a driven financial professional to engage clients, assess their financial goals, and craft personalized wealth strategies. The role provides a structured path to becoming a wealth manager through licensing and company-sponsored training.

Training includes FINRA sponsorship, a comprehensive 120-day program, and ongoing mentorship. In-office work is required with opportunities for professional growth and designation pursuit.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include State Life & Health, SIE, Series 7, Series 66.
• Work authorization 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 plans.
• Product and service consultation: discuss financial products and services tailored to clients' situations.

Skills

Communication skills

Personal attributes

Mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors is seeking a driven financial professional to engage clients, assess their financial goals, and craft personalized wealth strategies. The role provides a structured path to becoming a wealth manager through licensing and company-sponsored training.

Training includes FINRA sponsorship, a comprehensive 120-day program, and ongoing mentorship. In-office work is required with opportunities for professional growth and designation pursuit.