Position Details
About this role
Wealth Management Associate role within Equitable Advisors focused on client engagement, financial strategy development, and product/service consultation. In-office, licensing through FINRA, and professional designation pursuit are core pathways.
Key Responsibilities
- Build and nurture client relationships through networking events and portfolio management
- Understand clients' financial objectives and risk tolerance to devise personalized strategies
- Discuss financial products and services tailored to clients' unique situations
- FINRA licensing training and PEP program participation
- Pursue CFP and ChFC designations
Technical Overview
Non-technical role emphasizing licensing, financial planning, and client relationship management; regulated environment with FINRA sponsorship and CFP/ChFC designation options.
Ideal Candidate
The ideal candidate is a mid-level wealth management professional with active FINRA licenses (SIE, Series 7, Series 66) and Life & Health licensing, actively pursuing CFP or ChFC designations, and a proven ability to build client relationships and manage portfolios.
Must-Have Skills
Nice-to-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be authorized to work in the United States, Bachelor's degree required, Licensing (State Life & Health, SIE, Series 7, Series 66) required
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