Wealth Strategy Associate

Equitable Advisors; Honolulu (HI); On-site; USD 39,000 - 70,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) plan

Employee Stock Purchase Plan (ESPP)

Flexible schedule

Job summary

A leading financial services firm seeks dedicated professionals to join their wealth management team in Honolulu. The ideal candidate will engage clients, develop financial strategies tailored to individual needs, and consult on relevant products. This position requires a Bachelor's degree and FINRA licensing. Candidates should possess strong communication skills and a collaborative mindset. Equitable Advisors offers competitive compensation, comprehensive benefits, and professional growth opportunities in a supportive culture focused on social impact.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: Must attain State Life & Health, SIE, Series 7, Series 66.
• Work Authorization: Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through active engagement.
• Develop personalized financial strategies based on client objectives.
• Consult clients on financial products tailored to their needs.

Skills

Strong communication skills

Entrepreneurial spirit

Collaborative mindset

Values-driven attitude

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Health and life insurance products

Job description

A leading financial services firm seeks dedicated professionals to join their wealth management team in Honolulu. The ideal candidate will engage clients, develop financial strategies tailored to individual needs, and consult on relevant products. This position requires a Bachelor's degree and FINRA licensing. Candidates should possess strong communication skills and a collaborative mindset. Equitable Advisors offers competitive compensation, comprehensive benefits, and professional growth opportunities in a supportive culture focused on social impact.