Wealth Management Associate: Training, Licensing & Growth

Equitable Advisors; Bala Cynwyd (PA); On-site; USD 85,000 - 150,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Mentorship

Leadership development

Comprehensive benefits

Biweekly pay

Job summary

Equitable Advisors is seeking a finance professional to engage clients, develop financial strategies, and tailor product recommendations. This role emphasizes ongoing licensing support, mentorship, and a path to wealth management. An in-office presence and strong communication are essential.

Ideal candidates hold a Bachelor’s degree, licensure (Series 7/66, SIE), and a results-driven, collaborative mindset, with dedication to helping clients achieve their financial goals.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• FINRA sponsorship and training during Preliminary Employment Period (PEP).
• Mentorship and leadership development opportunities.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required and collaboration with top performers.

Skills

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors is seeking a finance professional to engage clients, develop financial strategies, and tailor product recommendations. This role emphasizes ongoing licensing support, mentorship, and a path to wealth management. An in-office presence and strong communication are essential.

Ideal candidates hold a Bachelor’s degree, licensure (Series 7/66, SIE), and a results-driven, collaborative mindset, with dedication to helping clients achieve their financial goals.