Wealth Management Associate Minneapolis: Structured Training & Growth

Equitable Advisors; Minneapolis (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Minneapolis to build client relationships and develop tailored financial strategies. The role emphasizes in-office collaboration, licensing progression, and client-focused service.

The position offers structured training through FINRA sponsorship and access to mentorship, with potential for professional growth including CFP/ChFC designations. Competitive compensation and benefits apply.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing required: FINRA SIE, Series 7, Series 66 and state life & health.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies based on clients' objectives and risk tolerance to provide clear recommendations.
• Consult on financial products and services tailored to clients' needs.
• Maintain an in-office presence as part of the role.

Skills

Communication Skills

Mindset

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Wealth Management Associate in Minneapolis to build client relationships and develop tailored financial strategies. The role emphasizes in-office collaboration, licensing progression, and client-focused service.

The position offers structured training through FINRA sponsorship and access to mentorship, with potential for professional growth including CFP/ChFC designations. Competitive compensation and benefits apply.