Wealth Management Associate — Mentorship & Licensing

Equitable Advisors; Oak Brook (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

FINRA sponsorship

Mentorship

Comprehensive benefits

Job summary

Equitable Advisors in the United States seeks a motivated financial professional to engage clients, build relationships through networking events, and manage portfolios with proactive communication.

The role focuses on developing personalized financial strategies, discussing tailored products and services, and collaborating with top performers while pursuing licenses and professional designations through our training programs.

Qualifications

• Bachelor's degree or equivalent work experience.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to impact others.
• Ability to collaborate with top performers.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Ensure consistent communication and progress tracking with clients.
• Develop and implement financial strategies based on clients’ objectives and risk tolerance.
• Discuss financial products and services tailored to clients’ situations.
• Maintain in-office presence per role requirement.

Skills

Client relationships

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in the United States seeks a motivated financial professional to engage clients, build relationships through networking events, and manage portfolios with proactive communication.

The role focuses on developing personalized financial strategies, discussing tailored products and services, and collaborating with top performers while pursuing licenses and professional designations through our training programs.