Wealth Management Associate: Training & Licensing Path

Equitable Advisors; Folsom (CA); On-site; USD 60,000 - 110,000; Full time

Job summary

Equitable Advisors in the United States is seeking a proactive financial professional to engage clients, build relationships, and manage portfolios with a focus on helping families achieve financial wellness.

You will develop tailored financial strategies, discuss suitable products and services, and collaborate with top performers while navigating licensing requirements and a path to becoming a licensed wealth advisor.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities.
• Entrepreneurial, values-driven mindset with a track record.
• 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 and tailor financial products and services to client situations.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors in the United States is seeking a proactive financial professional to engage clients, build relationships, and manage portfolios with a focus on helping families achieve financial wellness.

You will develop tailored financial strategies, discuss suitable products and services, and collaborate with top performers while navigating licensing requirements and a path to becoming a licensed wealth advisor.