Wealth Management Associate: Training & Licensing Path

Equitable Advisors; Redmond (WA); On-site; USD 45,000 - 90,000; Full time

Benefits offered by this job

FINRA licensing sponsorship

Mentorship program

Biweekly stable pay

Job summary

Equitable Advisors is seeking individuals to join a structured path to becoming a wealth manager. The role focuses on client engagement, financial strategy development, and consulting on products and services, with in-office presence required.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and mentorship. Biweekly pay during training and potential commissions/bonuses support career growth in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and provide clear recommendations.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Communication skills

Mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors is seeking individuals to join a structured path to becoming a wealth manager. The role focuses on client engagement, financial strategy development, and consulting on products and services, with in-office presence required.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and mentorship. Biweekly pay during training and potential commissions/bonuses support career growth in wealth management.