Wealth Manager: Client-Centric Financial Planning

Socket.dev; Secaucus (NJ); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University access

Mentorship programs

Leadership Development School

Professional growth opportunities

Job summary

Equitable Advisors seeks a driven financial professional to engage clients, develop tailored financial strategies, and provide product guidance. The role emphasizes in-office collaboration, licensing progress, and a mentorship-backed career path in wealth management.

You'll participate in comprehensive training programs, benefit from FINRA sponsorship, and pursue designations such as CFP or ChFC while building a client network.

Qualifications

• Bachelor's degree or equivalent experience required.
• State Life & Health licensing, SIE, Series 7, Series 66 required or pursued
• Excellent communication and interpersonal abilities; self-driven and performance oriented

Responsibilities

• Engage and nurture client relationships through events and portfolio management.
• Develop and communicate personalized financial strategies based on objectives and risk tolerance.
• Consult on financial products and services tailored to client needs.
• Operate in an in-office environment with structured training and mentorship.

Skills

Client engagement

Financial strategy

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Licensing requirements

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a driven financial professional to engage clients, develop tailored financial strategies, and provide product guidance. The role emphasizes in-office collaboration, licensing progress, and a mentorship-backed career path in wealth management.

You'll participate in comprehensive training programs, benefit from FINRA sponsorship, and pursue designations such as CFP or ChFC while building a client network.