Wealth Management Associate: Training, Licensing & Growth

Equitable Advisors; Portsmouth (NH); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay

Commissions & Bonus

Benefits Eligibility

Job summary

Equitable Advisors in Portsmouth, NH seeks a Wealth Management Associate to build client relationships and manage portfolios in an in-office role. You’ll develop financial strategies, discuss products and services, and collaborate with top performers.

The role includes extensive training through PEP, FINRA licensing sponsorship, and a path toward CFP and other designations, with stable biweekly pay for up to 24 months and potential commissions and benefits.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal abilities.
• Entrepreneurial mindset with client impact focus.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Client relationship building

Presentation skills

Communication

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Portsmouth, NH seeks a Wealth Management Associate to build client relationships and manage portfolios in an in-office role. You’ll develop financial strategies, discuss products and services, and collaborate with top performers.

The role includes extensive training through PEP, FINRA licensing sponsorship, and a path toward CFP and other designations, with stable biweekly pay for up to 24 months and potential commissions and benefits.