Wealth Management Associate — Licensing Path & Mentorship

Equitable Advisors; Bala Cynwyd (PA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Biweekly pay

Commissions & Bonus

Job summary

Equitable Advisors seeks a results-driven finance professional in Bala Cynwyd to build client relationships, develop tailored financial strategies, and consult on products and services. This role emphasizes in-office collaboration and a path to wealth management through licensing and training.

You will participate in FINRA-sponsored licensing, engage with top performers, and leverage our Virtual University and mentorship programs to grow your career in financial services.

Qualifications

• Bachelor's degree or equivalent work experience.
• Strong communication and interpersonal skills.
• Values-driven with a track record of success.
• Entrepreneurial mindset and willingness to learn.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies based on clients' objectives and risk tolerance.
• Advise on financial products and services tailored to clients' needs.
• In-office presence required and maintain a flexible schedule.

Skills

Client Engagement

Financial Strategy

Product & Service Consultation

Communication

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a results-driven finance professional in Bala Cynwyd to build client relationships, develop tailored financial strategies, and consult on products and services. This role emphasizes in-office collaboration and a path to wealth management through licensing and training.

You will participate in FINRA-sponsored licensing, engage with top performers, and leverage our Virtual University and mentorship programs to grow your career in financial services.