Wealth Management Associate: Training, Licensing & Impact

Equitable Advisors; Denver (CO); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training (120 days)

Virtual University

Mentorship

Leadership Development

CFP/ChFC pathway

Sign-On Payment Eligibility

Stable Pay (first 24 months)

Commissions & Bonus

Benefits eligibility

Job summary

Equitable Advisors is actively seeking professionals to join our in-office team focused on client engagement, financial strategy development, and product consultations. This role emphasizes building relationships, understanding clients’ goals, and delivering tailored financial guidance.

Successful candidates will hold relevant FINRA licenses, bring an entrepreneurial mindset, and be committed to long-term growth within our structured training programs and mentorships.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to collaborate with top performers.
• Authorized to work in the United States.

Responsibilities

• Engage and nurture client relationships through networking events and portfolio management.
• Develop financial strategies by understanding clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.
• In-office presence required for this role.
• Maintain a balanced schedule to maximize productivity and personal time.

Skills

Education

Licensing

Communication

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is actively seeking professionals to join our in-office team focused on client engagement, financial strategy development, and product consultations. This role emphasizes building relationships, understanding clients’ goals, and delivering tailored financial guidance.

Successful candidates will hold relevant FINRA licenses, bring an entrepreneurial mindset, and be committed to long-term growth within our structured training programs and mentorships.