Wealth Management Associate: Structured Training & Licensing

Equitable Advisors; Honolulu (HI); 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 client-focused wealth management professional to build relationships, assess client objectives, and deliver tailored financial guidance. The role emphasizes licensing pathways and ongoing professional development.

Training includes FINRA sponsorship, a 120-day hands-on program, and access to a Virtual University, mentorship, and leadership development. In-office work with flexible scheduling supports work-life balance.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• 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, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking a client-focused wealth management professional to build relationships, assess client objectives, and deliver tailored financial guidance. The role emphasizes licensing pathways and ongoing professional development.

Training includes FINRA sponsorship, a 120-day hands-on program, and access to a Virtual University, mentorship, and leadership development. In-office work with flexible scheduling supports work-life balance.