Wealth Strategy Associate

Equitable Advisors; Central (IL); On-site; USD 32,000 - 54,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. The role focuses on building client relationships, developing financial strategies, and advising on tailored products, with an in-office requirement and a balanced schedule for productivity and personal time.

Ideal candidates have a bachelor's degree, essential FINRA licenses, and a client-driven mindset aimed at long-term financial well‑being for individuals and families.

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of achievement.
• Excellent interpersonal and communication abilities.
• Entrepreneurial spirit with a desire to impact others.
• Ability to collaborate with top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' objectives and risk tolerance to devise strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required to engage clients and deliver service.
• Maintain flexible scheduling to balance productivity and personal time.

Skills

Client relations

Communication

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. The role focuses on building client relationships, developing financial strategies, and advising on tailored products, with an in-office requirement and a balanced schedule for productivity and personal time.

Ideal candidates have a bachelor's degree, essential FINRA licenses, and a client-driven mindset aimed at long-term financial well‑being for individuals and families.