Wealth Management Associate — Licensing & Training Path

equitable; Salt Lake City (UT); On-site; USD 60,000 - 90,000; Full time

Job summary

Equitable Advisors seeks self-motivated professionals to build strong client relationships and manage portfolios through our structured wealth-management path. The role emphasizes engagement, strategy, and guidance, with in-office collaboration and growth potential.

You will work with licensing support, mentorship, and access to our virtual university while pursuing CFP/ChFC designations and leadership development opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Must be authorized to work in the United States.

Responsibilities

• Client engagement: build and nurture client relationships through networking events and portfolio management.
• Financial strategy development: understand clients' objectives and risk tolerance to devise personalized strategies.
• Product and service consultation: discuss financial products and services tailored to clients' situations.

Skills

Bachelor's degree

Licensing

Values-driven

Communication

Entrepreneurial

Teamwork

US work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks self-motivated professionals to build strong client relationships and manage portfolios through our structured wealth-management path. The role emphasizes engagement, strategy, and guidance, with in-office collaboration and growth potential.

You will work with licensing support, mentorship, and access to our virtual university while pursuing CFP/ChFC designations and leadership development opportunities.