Wealth Management Associate

Equitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being. The Wealth Management Associate role involves providing financial services and products, building client relationships, and pursuing professional development opportunities.

Responsibilities

• Help clients secure their financial well-being
• Provide financial services and products that address evolving financial needs
• Participate in local and national development programs
• Navigate obtaining required state licenses
• Pursue professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC)
• Develop markets and sustain long-term relationships

Skills

• Applicants must be authorized to work in the United States
• We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
• We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• A four-year college degree is preferred but not required

Benefits

• Health
• Dental and vision
• 401(k)
• Employee Stock Purchase Plan (ESPP)
• Disability
• Life Insurance
• Transportation Reimbursement Incentive Program (TRIP)

Company Overview

Company H1B Sponsorship