Wealth Management Associate: Training & Licensing Path

Equitable Advisors; Honolulu (HI); On-site; USD 39,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Mentorship opportunities

FINRA sponsorship for licensing

Job summary

A leading financial services company in Hawaii is looking for a dedicated Associate to support client engagement and financial strategy development. This full-time position requires a bachelor's degree and relevant financial licenses. Candidates should possess strong communication skills and an entrepreneurial mindset. The role involves building relationships and providing tailored financial services to clients. Additionally, this company offers comprehensive training, stable pay, and opportunities for professional growth in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Excellent interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking.
• Develop personalized financial strategies for clients.
• Discuss tailored financial products and services with clients.

Skills

Client Engagement

Financial Strategy Development

Communication Skills

Collaborative

Education

Bachelor's degree or equivalent skills

Tools

State Life & Health License

Series 7

Series 66

Job description

A leading financial services company in Hawaii is looking for a dedicated Associate to support client engagement and financial strategy development. This full-time position requires a bachelor's degree and relevant financial licenses. Candidates should possess strong communication skills and an entrepreneurial mindset. The role involves building relationships and providing tailored financial services to clients. Additionally, this company offers comprehensive training, stable pay, and opportunities for professional growth in wealth management.