Wealth Management Associate — Path to Licensed Advisor

Equitable Advisors; United States; A distancia; USD 75.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

FINRA Sponsorship

Mentorship

Stable pay

Descripción de la vacante

Equitable Advisors is seeking a Wealth Management Associate to engage with clients in Secaucus, NJ, and drive portfolio management with a client-first approach. In-office presence is required, and you will participate in comprehensive training and licensing programs.

The role emphasizes licensing (SIE, Series 7, Series 66) and a pathway to becoming a licensed wealth manager, with mentorship, coaching, and potential for professional designations.

Formación

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

Responsabilidades

• Engage with clients and build relationships through networking and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss financial products and services tailored to client needs.

Conocimientos

Communication skills

Entrepreneurial mindset

Collaboration

Work Authorization

Educación

Bachelor's degree or equivalent

Descripción del empleo

Equitable Advisors is seeking a Wealth Management Associate to engage with clients in Secaucus, NJ, and drive portfolio management with a client-first approach. In-office presence is required, and you will participate in comprehensive training and licensing programs.

The role emphasizes licensing (SIE, Series 7, Series 66) and a pathway to becoming a licensed wealth manager, with mentorship, coaching, and potential for professional designations.