Wealth Management Associate - Training & Mentorship

Equitable Advisors; Baltimore (MD); On-site; USD 36,500 - 45,000; Full time

Benefits offered by this job

Flexible schedule

Health, dental, and vision benefits

401(k) offering

Employee Stock Purchase Plan

Ongoing training and mentorship

Job summary

A leading financial advisory firm in Maryland is seeking an Entry-Level Wealth Manager passionate about helping clients achieve financial wellness. The role involves building lasting client relationships, developing personalized financial strategies, and consulting on financial products. Candidates should have a Bachelor's degree and be authorized to work in the US. The firm provides comprehensive training, mentorship, and a stable pay structure to support your career in wealth management. Join a culture dedicated to social impact and diverse communities.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success and accomplishment.
• Desire to positively impact others' lives.

Responsibilities

• Build and nurture client relationships through networking.
• Develop personalized financial strategies for clients.
• Provide consultations about financial products.

Skills

Excellent interpersonal and communication abilities

Entrepreneurial spirit

Ability to work collaboratively

Education

Bachelor's degree or equivalent experience

Tools

FINRA licenses (SIE, Series 7, Series 66)

Job description

A leading financial advisory firm in Maryland is seeking an Entry-Level Wealth Manager passionate about helping clients achieve financial wellness. The role involves building lasting client relationships, developing personalized financial strategies, and consulting on financial products. Candidates should have a Bachelor's degree and be authorized to work in the US. The firm provides comprehensive training, mentorship, and a stable pay structure to support your career in wealth management. Join a culture dedicated to social impact and diverse communities.