Wealth Management Associate — Licensing & Mentorship Path

Equitable Advisors; Wall, Northern (SD, KY); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

CFP designation support

Sign-On payment eligibility

Stable pay

Commissions and bonus

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Wall, NJ to build client relationships, develop personalized financial strategies, and discuss tailored products and services. The role emphasizes licensing progression and compliance with FINRA/SEC requirements.

The position includes structured training, mentorship, and opportunities to pursue professional designations while earning competitive compensation with a stable base pay and potential commissions.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Work Authorization: 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.

Skills

Licensing: Life & Health, SIE, Series

Series 66

Communication skills

Entrepreneurial mindset

Values-driven

Self-confidence

Collaboration

Work Authorization (US)

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Wealth Management Associate in Wall, NJ to build client relationships, develop personalized financial strategies, and discuss tailored products and services. The role emphasizes licensing progression and compliance with FINRA/SEC requirements.

The position includes structured training, mentorship, and opportunities to pursue professional designations while earning competitive compensation with a stable base pay and potential commissions.