Wealth Management Associate: Licensing Path

equitable; Fort Lauderdale (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Sign-On Payment

Stable Pay

Commissions and Bonus

Benefits

Job summary

Equitable Advisors is seeking ambitious individuals to start a career in wealth management through licensed pathways and mentorship. The role emphasizes client engagement, financial strategy development, and product consultation in an in-office setting.

You'll receive FINRA sponsorship, a structured training program, and ongoing mentorship from a local VP. The program includes a comprehensive benefits package and opportunities to pursue CFP, ChFC designations and growth within Equitable Advisors.

Qualifications

• Bachelor's degree or equivalent work experience required.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success.
• Excellent interpersonal and communication skills with strong self-confidence.
• Entrepreneurial mindset with a desire to help others.
• Willingness to collaborate with top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies by understanding objectives and risk tolerance.
• Consult on tailored financial products and services.
• Maintain in-office presence as required.
• Balance work and personal time with flexible scheduling.

Skills

Education

Licensing

Personal Attributes

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking ambitious individuals to start a career in wealth management through licensed pathways and mentorship. The role emphasizes client engagement, financial strategy development, and product consultation in an in-office setting.

You'll receive FINRA sponsorship, a structured training program, and ongoing mentorship from a local VP. The program includes a comprehensive benefits package and opportunities to pursue CFP, ChFC designations and growth within Equitable Advisors.