Wealth Management Associate: Licensing Path & Mentorship

Equitable Advisors; Honolulu (HI); On-site; USD 41,000 - 85,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Wellness program

Biweekly stable pay during PEP

Commissions and bonus

Employee benefits

Job summary

Equitable Advisors is recruiting for an in-office role in Honolulu to build client relationships, manage portfolios, and develop personalized financial strategies. The position emphasizes communication, collaboration, and a values-driven mindset with licensing milestones through FINRA sponsorship.

Successful candidates will receive structured training, mentorship, and ongoing professional development, including CERTIFIED FINANCIAL PLANNER™ (CFP) and other designations, plus a path to becoming a

Qualifications

• Bachelor's degree or equivalent work experience is required.
• Licensing in Life & Health, SIE, Series 7, Series 66 is needed or pursued during training.
• Excellent interpersonal and communication abilities with a values-driven mindset.

Responsibilities

• Engage clients and nurture relationships through networking events and portfolio management.
• Develop financial strategies by understanding client objectives and risk tolerance.
• Consult on financial products and services tailored to client situations.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization in United States

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is recruiting for an in-office role in Honolulu to build client relationships, manage portfolios, and develop personalized financial strategies. The position emphasizes communication, collaboration, and a values-driven mindset with licensing milestones through FINRA sponsorship.

Successful candidates will receive structured training, mentorship, and ongoing professional development, including CERTIFIED FINANCIAL PLANNER™ (CFP) and other designations, plus a path to becoming a