Wealth Management Associate - Structured Training & Mentorship

Equitable Advisors; Secaucus (NJ); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Mentorship

Virtual University

Career growth opportunities

Stable pay for 24 months

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Secaucus, NJ, to build client relationships and develop tailored financial strategies. The role emphasizes licensing support, mentorship, and structured training paths to become a wealth manager.

In this in-office position, you will engage with clients, collaborate with top performers, and pursue professional designations while benefiting from a stable pay plan and ongoing education opportunities through FINRA licensing sponsorship

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Portfolio management

Communication skills

Entrepreneurial mindset

Team collaboration

Education

Bachelor's degree

Job description

Equitable Advisors is seeking a Wealth Management Associate in Secaucus, NJ, to build client relationships and develop tailored financial strategies. The role emphasizes licensing support, mentorship, and structured training paths to become a wealth manager.

In this in-office position, you will engage with clients, collaborate with top performers, and pursue professional designations while benefiting from a stable pay plan and ongoing education opportunities through FINRA licensing sponsorship