Wealth Planning Associate: Training & Licensing Path

Equitable Advisors; Wall (SD); On-site; USD 32,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Employee Stock Purchase Plan

Disability and life insurance

Transportation Reimbursement Incentive Program

Job summary

A financial services firm is seeking a Wealth Management Associate to enhance client relationships through financial strategies tailored to individual needs. This role requires a Bachelor's degree and includes training for FINRA licensing. In this entry-level position, you'll collaborate with a diverse team and enjoy a supportive learning environment. The firm offers a stable pay structure alongside a competitive commission framework. Join a mission-driven team focused on making a positive impact in clients' financial wellness.

Qualifications

• Values-driven with a track record of success and accomplishment.
• 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 to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.

Skills

Communication Skills

Interpersonal Skills

Entrepreneurial Spirit

Collaboration

Education

Bachelor's degree or equivalent skills and experience

Job description

A financial services firm is seeking a Wealth Management Associate to enhance client relationships through financial strategies tailored to individual needs. This role requires a Bachelor's degree and includes training for FINRA licensing. In this entry-level position, you'll collaborate with a diverse team and enjoy a supportive learning environment. The firm offers a stable pay structure alongside a competitive commission framework. Join a mission-driven team focused on making a positive impact in clients' financial wellness.