Wealth Management Associate – Training & Licensing Path

Equitable Advisors; Pennsylvania; On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP training

Virtual University access

Mentorship

Leadership Development School

Professional designations support (CFP

CHF and Holistic Financial Coach path)

Sign-On license payment

Biweekly pay

Commissions and bonus

Comprehensive benefits: health, dental

Vision, 401(k), ESPP, disability, life

TRIP transportation reimbursement

Job summary

Equitable Advisors is seeking a driven professional to develop personalized financial strategies and manage client portfolios from an in-office base. You will build relationships, assess risk, and guide clients through product options to meet their goals.

Ideal candidates will hold relevant licenses, demonstrate an entrepreneurial mindset, and collaborate with top performers while benefiting from structured training and mentorship programs.

Qualifications

• Bachelor's degree or equivalent in a related field.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a desire to impact others.

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 to engage with clients and teams.
• Maintain clear progress tracking and regular communication with clients.

Skills

Client relationship management

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

Tools

FINRA Sponsorship

Job description

Equitable Advisors is seeking a driven professional to develop personalized financial strategies and manage client portfolios from an in-office base. You will build relationships, assess risk, and guide clients through product options to meet their goals.

Ideal candidates will hold relevant licenses, demonstrate an entrepreneurial mindset, and collaborate with top performers while benefiting from structured training and mentorship programs.