Wealth Management Associate: Training & Licensing

Equitable Advisors; Secaucus (NJ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University access

Mentorship opportunities

Leadership Development School

Professional growth support (CFP, ChFC

Equitable credentialed coach program

Sign-On Payment Eligibility $250-$1,0

Job summary

Equitable Advisors in Secaucus, NJ is hiring a Wealth Management Associate to build client relationships, develop tailored financial strategies, and advise on products and services while aligning with clients' objectives and risk tolerance. This in-office role emphasizes relationship building and ongoing professional growth.

The program includes FINRA sponsorship for licensing, a 120‑day hands‑on training period, access to Virtual University, mentorship, and leadership development.

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.
• Excellent interpersonal and communication abilities with confidence.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on objectives and risk tolerance.
• Discuss financial products and services tailored to client needs.
• Office-based role with in-office presence required.
• Maintain work-life balance with a flexible schedule to maximize productivity.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Collaboration

Work Authorization

Entrepreneurial Mindset

Leadership Potential

Licensing: Life & Health, SIE, Series

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Secaucus, NJ is hiring a Wealth Management Associate to build client relationships, develop tailored financial strategies, and advise on products and services while aligning with clients' objectives and risk tolerance. This in-office role emphasizes relationship building and ongoing professional growth.

The program includes FINRA sponsorship for licensing, a 120‑day hands‑on training period, access to Virtual University, mentorship, and leadership development.