Wealth Management Associate: Training & Growth

Equitable Advisors; Atlanta (GA); Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

Biweekly pay

Commissions and bonus

Comprehensive benefits (health, dental

FINRA sponsorship

Mentorship and coaching

Résumé du poste

Equitable Advisors is seeking a Wealth Management Associate in Atlanta, GA to build and nurture client relationships, develop tailored financial strategies, and discuss product solutions. In-office presence is required as part of a structured training path, including FINRA licensing sponsorship and mentorship opportunities.

The role emphasizes a stable biweekly compensation structure with potential commissions and bonuses, plus a comprehensive benefits package and professional growth support.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal abilities with an entrepreneurial mindset.
• Must be authorized to work in the United States.

Responsabilités

• 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.

Formation

Bachelor's degree or equivalent skills and work experience

Description du poste

Equitable Advisors is seeking a Wealth Management Associate in Atlanta, GA to build and nurture client relationships, develop tailored financial strategies, and discuss product solutions. In-office presence is required as part of a structured training path, including FINRA licensing sponsorship and mentorship opportunities.

The role emphasizes a stable biweekly compensation structure with potential commissions and bonuses, plus a comprehensive benefits package and professional growth support.