Wealth Strategy Associate
Equitable Advisors
14 days+
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Benefits offered by this job
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.
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