Wealth Management Associate — Minneapolis Training

equitable; Minneapolis (MN); Vor Ort; USD 34.000 - 65.000; Vollzeit

Benefits dieser Stelle

FINRA Sponsorship

Stable Pay

Commissions and Bonus

Benefits Eligibility

Zusammenfassung

Equitable Advisors seeks motivated financial professionals for an in-office role focused on client engagement and wealth management. You will build relationships, assess client objectives, and tailor financial strategies while advancing through licensing and development programs.

Eligible candidates have a bachelor’s degree or equivalent, state life/health licenses, and FINRA registrations; strong communication and collaborative skills are essential for success in a values-driven team.

Qualifikationen

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

Aufgaben

• 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 and provide clear recommendations.

Kenntnisse

Communication Skills

Networking

Entrepreneurial Mindset

Collaboration

Work Authorization

Ausbildung

Bachelor's degree or equivalent

Tools

FINRA licensing process

Jobbeschreibung

Equitable Advisors seeks motivated financial professionals for an in-office role focused on client engagement and wealth management. You will build relationships, assess client objectives, and tailor financial strategies while advancing through licensing and development programs.

Eligible candidates have a bachelor’s degree or equivalent, state life/health licenses, and FINRA registrations; strong communication and collaborative skills are essential for success in a values-driven team.