Wealth Management Associate – Licensing Path

Equitable Advisors; Port Reading (NJ); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors in Woodbridge, NJ seeks a Wealth Management Associate to build client relationships, develop financial strategies, and consult on products and services. In-office presence required, with a structured 120-day training (PEP) and FINRA licensing sponsorship.

The role offers mentorship, virtual training, and a path toward CFP/ChFC credentials, with stable biweekly pay and potential commissions.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• Values-driven with a track record of success.

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.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy

Communication

Entrepreneurial mindset

Collaboration

Work authorization United States

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Woodbridge, NJ seeks a Wealth Management Associate to build client relationships, develop financial strategies, and consult on products and services. In-office presence required, with a structured 120-day training (PEP) and FINRA licensing sponsorship.

The role offers mentorship, virtual training, and a path toward CFP/ChFC credentials, with stable biweekly pay and potential commissions.