Wealth Management Associate: Licensing & Training Path

equitable; Buffalo (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Professional designations support

Job summary

Equitable Advisors is dedicated to helping individuals and families reach their financial goals through a structured path to becoming a wealth manager, including FINRA licensing and employment.

The role emphasizes client engagement, financial strategy development, and personalized product guidance, with an in-office requirement and a strong focus on training and mentorship to develop top performers in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Entrepreneurial mindset with a drive to help others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Skills

Client engagement

Communication skills

Relationship building

Work authorization in US

Education

Bachelor's degree or equivalent experience

Tools

SIE

Series 7

Series 66

Life & Health License

Job description

Equitable Advisors is dedicated to helping individuals and families reach their financial goals through a structured path to becoming a wealth manager, including FINRA licensing and employment.

The role emphasizes client engagement, financial strategy development, and personalized product guidance, with an in-office requirement and a strong focus on training and mentorship to develop top performers in wealth management.