Position Details

Type Full-Time

Experience entry

Exp. Years Not specified

Education Bachelor's degree or equivalent skills and work experience

Category Finance & Accounting

About this role

Wealth Management Associate role within Equitable Advisors focusing on client engagement, financial strategy, and product/service consultation; requires licensing paths and transformation into a licensed financial professional.

Key Responsibilities

Client engagement and portfolio management
Financial strategy development
Product and service consultation
In-office presence and training
FINRA licensing and PEP participation

Technical Overview

Non-technical; licensing-centric with FINRA pathways; in-office training and development

Ideal Candidate

The ideal candidate is a finance professional pursuing wealth management licensing with SIE/Series 7/66 and Life & Health; possesses strong communication skills and is motivated to complete FINRA licensing and training to support client advisory services.

Must-Have Skills

Bachelor's degree or equivalent skills and work experienceState Life & HealthSIESeries 7Series 66FINRA Licensing

Nice-to-Have Skills

CFPChFCFINRA sponsorship experience

Required Skills

State Life & HealthSIESeries 7Series 66FINRA licensingfinancial planningadvisory services

Hard Skills

State Life & HealthSIESeries 7Series 66

Soft Skills

Values-driven with a track record of successExcellent interpersonal and communication abilitiesEntrepreneurial spirit with a desire to positively impact others

Certifications

Required

State Life & HealthSIESeries 7Series 66

Preferred

CFPChFC

Industry & Role

Industry Financial Services

Job Function Support client financial goals through engagement, strategy, and licensing training

Role Subtype Financial Analyst

Keywords for Your Resume

wealth management associatestate life & healthsieseries 7series 66finra sponsorshipfinancial planningadvisory servicescfpchfcpeptrainingleadership developmentequitable advisorsvirtual universityState Life & HealthSeries 7Series 66SIEFINRA sponsorshipFinancial PlanningAdvisory ServicesCFPChFCEquitable Advisors

Deal Breakers

Not authorized to work in the United States, No FINRA licensing (SIE/Series 7/66), Lack of Bachelor's degree or equivalent

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile

Wealth Management Associate - TN, Nashville (5038)

Get matched to jobs like this