Wealth Management Associate — Licensing & Training

Equitable Advisors; Secaucus (NJ); Hybrid; USD 30,000 - 37,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP training

Virtual University

Mentorship

Personalized Coaching

Leadership Development School

Professional growth support (designa.)

Sign-On Payment Eligibility

Stable Pay during training

Commissions and Bonus

Comprehensive Benefits

Job summary

Equitable Advisors in Secaucus, NJ, is seeking a Wealth Management Associate to build client relationships, craft financial strategies, and discuss tailored products. In-office roles with a clear path to licensing and growth.

You will engage clients, develop financial plans, and participate in a structured training program with FINRA sponsorship, PEP, and mentorship, with biweekly pay during initial period and potential for commissions and benefits.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

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, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Values-driven

Excellent communication

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

Job description

Equitable Advisors in Secaucus, NJ, is seeking a Wealth Management Associate to build client relationships, craft financial strategies, and discuss tailored products. In-office roles with a clear path to licensing and growth.

You will engage clients, develop financial plans, and participate in a structured training program with FINRA sponsorship, PEP, and mentorship, with biweekly pay during initial period and potential for commissions and benefits.