Wealth Management Team Lead — Develop & Grow Advisors

Equitable Advisors; Tampa (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health Plan

401(k) Plan with company match

Employee Stock Purchase Plan

Work-life balance

Job summary

A leading wealth management firm is seeking a Wealth Management Associate in Tampa, FL. This role offers an opportunity for future leadership, with responsibilities including networking, coaching new financial professionals, and collaborating with leadership. Candidates should possess a strong ability to build relationships, a desire to help others with financial planning, and preferably a four-year college degree. The firm offers comprehensive training, support, and an inclusive culture for growth and success.

Qualifications

• Ability to develop markets and sustain long-term relationships.
• Desire to help others plan for their financial futures.
• Knowledge of financial products and services.

Responsibilities

• Network to discover new talent.
• Coach and develop new Financial Professionals.
• Collaborate with local leadership to strengthen mission.

Skills

Networking

Coaching

Strong communication

Supervisory skills

Teamwork

Education

Four-year college degree

Tools

FINRA Series 7

FINRA Series 66

State Life and Health

FINRA Series 24

Job description

A leading wealth management firm is seeking a Wealth Management Associate in Tampa, FL. This role offers an opportunity for future leadership, with responsibilities including networking, coaching new financial professionals, and collaborating with leadership. Candidates should possess a strong ability to build relationships, a desire to help others with financial planning, and preferably a four-year college degree. The firm offers comprehensive training, support, and an inclusive culture for growth and success.