Position Details
About this role
Wealth Management Associate at Equitable Advisors supports client engagement and portfolio management with a clear licensing path and in-office training. The role emphasizes licensing development (SIE, Series 7, Series 66) and ongoing professional growth.
Key Responsibilities
- Client engagement: build relationships and manage portfolios
- Financial strategy development: tailor objectives and risk tolerance
- Product and service consultation: discuss suitable financial products
- FINRA licensing sponsorship: participate in required licensing process
- Mentorship and leadership development participation
Technical Overview
Technical scope centers on financial products, client relationship management, and licensing processes; no software development stack is required.
Ideal Candidate
The ideal candidate is an entry-level wealth management professional with a bachelor’s degree and required FINRA licenses, eager to grow into a financial advisor role through sponsorship and structured training in a collaborative, in-office setting.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Preferred
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of required FINRA licenses (SIE, Series 7, Series 66), Not authorized to work in the United States, No bachelor's degree or equivalent
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