Wealth Management Associate: Licensing Sponsorship & Growth

Equitable Advisors; Salt Lake City (UT); Presencial; USD 65.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

FINRA sponsorship

PEP training

Virtual University

Mentorship

Leadership development

Professional growth

Sign-on payment

Stable pay

Commissions & bonus

Comprehensive benefits

Descripción de la vacante

Equitable Advisors in Salt Lake City, UT seeks a Wealth Management Associate to engage clients, develop tailored financial strategies, and discuss product options. In-office presence is required as you build relationships and manage portfolios alongside senior advisors.

Candidates should have a Bachelor's degree, necessary licenses, and an entrepreneurial, collaborative mindset to grow with the firm and pursue CFP/ChFC designations over time.

Formación

• Bachelor's degree or equivalent experience.
• Licensing: Life & Health, SIE, Series 7, Series 66.
• Values-driven with track record of success.
• Strong interpersonal and communication abilities.

Responsabilidades

• Build and nurture client relationships through events and portfolio reviews.
• Understand client objectives and risk tolerance to tailor strategies.
• Discuss financial products and services aligned with client needs.
• Collaborate with top performers and learn from mentors.

Conocimientos

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Educación

Bachelor's degree or equivalent

Herramientas

Licensing: Life/Health, SIE, Series 7, Series 66

Descripción del empleo

Equitable Advisors in Salt Lake City, UT seeks a Wealth Management Associate to engage clients, develop tailored financial strategies, and discuss product options. In-office presence is required as you build relationships and manage portfolios alongside senior advisors.

Candidates should have a Bachelor's degree, necessary licenses, and an entrepreneurial, collaborative mindset to grow with the firm and pursue CFP/ChFC designations over time.