Wealth Management Associate: Licensing & Mentorship Path

equitable; Wellesley (MA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

FINRA licensing sponsorship

PEP training

Virtual University

Mentorship program

Comprehensive benefits

Job summary

Equitable Advisors is recruiting for a wealth management role emphasizing client engagement, financial strategy, and tailored product guidance. You will build relationships through events, manage portfolios, and understand risk tolerance to craft personalized plans.

The position supports licensing sponsorship, a structured training path, and mentorship. It offers a stable base pay with potential commissions, a biweekly payroll, and comprehensive benefits while requiring in-office presence.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Work authorization to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required; collaborate with team and clients.
• Maintain balance between work and personal life with a flexible schedule.

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Licensing: Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is recruiting for a wealth management role emphasizing client engagement, financial strategy, and tailored product guidance. You will build relationships through events, manage portfolios, and understand risk tolerance to craft personalized plans.

The position supports licensing sponsorship, a structured training path, and mentorship. It offers a stable base pay with potential commissions, a biweekly payroll, and comprehensive benefits while requiring in-office presence.