Wealth Management Associate – Licensing Path

equitable; Minneapolis (MN); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Sign-On Bonus

Stable Pay

Commissions & Bonus

Benefits

Job summary

Equitable Advisors in Minneapolis offers a structured path to becoming a wealth manager through licensing and employment. In-office role requiring client engagement, financial strategy development, and product consultations, with a focus on building relationships and guiding clients toward their goals.

The program includes FINRA sponsorship, a comprehensive 120-day PEP training, access to Virtual University, mentorship, and leadership development.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7 and Series 66 licensing requirements.
• Values-driven with a track record of success and achievement.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset and desire to positively impact others' lives.
• Ability to collaborate with top performers and learn.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Client Engagement

Collaboration

Entrepreneurial Mindset

Work Authorization

Education

Bachelor's degree or equivalent

Tools

State Life & Health Licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in Minneapolis offers a structured path to becoming a wealth manager through licensing and employment. In-office role requiring client engagement, financial strategy development, and product consultations, with a focus on building relationships and guiding clients toward their goals.

The program includes FINRA sponsorship, a comprehensive 120-day PEP training, access to Virtual University, mentorship, and leadership development.