Wealth Management Associate: Training & Licenses

equitable; Morristown (NJ); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Professional growth

CFP/ChFC path

Job summary

Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. You will engage clients, develop tailored financial strategies, and advise on products and services, with in-office duties and support for growth.

The program includes FINRA licensing sponsorship, a comprehensive 120-day training period, access to Virtual University, and mentorship to build a successful wealth management career.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with proven success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Ability to collaborate with 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

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. You will engage clients, develop tailored financial strategies, and advise on products and services, with in-office duties and support for growth.

The program includes FINRA licensing sponsorship, a comprehensive 120-day training period, access to Virtual University, and mentorship to build a successful wealth management career.