Wealth Management Associate - Training & Licensing

Equitable Advisors; Columbia, Northern (MD, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Columbia, MD to build client relationships, develop financial plans, and provide personalized investment guidance in an in-office role.

You will pursue FINRA licenses (SIE, Series 7, Series 66) through our training; participate in a 120-day PEP program with mentorship, and have access to Virtual University and ongoing professional growth opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing required or pursued (SIE, Series 7, Series 66).
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with client-focus.
• Authorized to work in the United States.

Responsibilities

• Engage clients and manage relationships with ongoing portfolio reviews.
• Develop financial strategies aligned with client objectives and risk tolerance.
• Explain financial products and services and provide clear recommendations.

Skills

Client engagement

Excellent communication

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization US

Education

Bachelor's degree or equivalent

Tools

SIE

Series 7

Series 66

FINRA Licensing

Licensing Sponsorship

Job description

Equitable Advisors is seeking a Wealth Management Associate in Columbia, MD to build client relationships, develop financial plans, and provide personalized investment guidance in an in-office role.

You will pursue FINRA licenses (SIE, Series 7, Series 66) through our training; participate in a 120-day PEP program with mentorship, and have access to Virtual University and ongoing professional growth opportunities.