Wealth Management Associate: Licensing & Mentorship Path

Equitable Advisors; Warwick (RI); On-site; USD 28,000 - 35,000; Full time

Benefits offered by this job

Health insurance

401(k) Plan

Mentorship opportunities

Job summary

A financial services firm is seeking a Wealth Management Associate to build client relationships and develop personalized financial strategies. The ideal candidate holds a Bachelor's degree and possesses strong communication skills. This role requires state licensing and offers comprehensive training, including mentorship and access to a virtual university. Compensation includes a stable pay of $31,500 annually, commissions, and benefits such as health, dental, and retirement plans.

Qualifications

• Must have state life & health licensing.
• Experience in client-facing roles preferred.
• Track record of achieving results in previous endeavors.

Responsibilities

• Engage and nurture client relationships through consistent communication.
• Develop personalized financial strategies for clients.
• Consult on financial products tailored to client needs.

Skills

Interpersonal communication

Networking

Entrepreneurial mindset

Client relationship management

Education

Bachelor's degree or equivalent

Job description

A financial services firm is seeking a Wealth Management Associate to build client relationships and develop personalized financial strategies. The ideal candidate holds a Bachelor's degree and possesses strong communication skills. This role requires state licensing and offers comprehensive training, including mentorship and access to a virtual university. Compensation includes a stable pay of $31,500 annually, commissions, and benefits such as health, dental, and retirement plans.