Wealth Management Associate - Licensing Path

Equitable Advisors; Atlanta (GA); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Professional development opportunities

Flexible work hours

Job summary

A leading financial services firm in Atlanta is seeking a Wealth Management Associate to develop client engagement strategies and provide personalized financial consultation. The ideal candidate should have a Bachelor's degree, possess strong interpersonal skills, and be licensed or willing to obtain relevant financial licenses. This role offers extensive training and the opportunity to build a meaningful career in financial wellness.

Qualifications

• Must be authorized to work in the United States.
• State Life & Health licensing required.
• SIE, Series 7, and Series 66 must be obtained.

Responsibilities

• Build and nurture client relationships through various engagement strategies.
• Develop personalized financial strategies based on clients' needs.
• Consult on financial products suitable for clients.

Skills

Excellent interpersonal skills

Strong communication abilities

Entrepreneurial mindset

Ability to collaborate effectively

Education

Bachelor's degree

Job description

A leading financial services firm in Atlanta is seeking a Wealth Management Associate to develop client engagement strategies and provide personalized financial consultation. The ideal candidate should have a Bachelor's degree, possess strong interpersonal skills, and be licensed or willing to obtain relevant financial licenses. This role offers extensive training and the opportunity to build a meaningful career in financial wellness.