Wealth Management Associate

Equitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Role Highlights Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking. Financial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance. Product and Service Consultation : Discuss financial products and services tailored to clients' unique situations. Location : In‑office presence required. Work‑Life Balance : Flexible schedule to maximize productivity and personal time. Skills & Experience Education : Bachelor's degree or equivalent skills and work experience. Licensing : State Life & Health, SIE, Series 7, Series 66. Personal Attributes : Values‑driven with a track record of success and accomplishment. Communication Skills : Excellent interpersonal and communication abilities with strong self‑confidence. Mindset : Entrepreneurial spirit with a desire to positively impact others' lives. Collaboration : Ability to work with and learn from top performers. Work Authorization : Must be authorized to work in the United States. Training & Development FINRA Sponsorship : Provided for required FINRA licensing. Preliminary Employment Period (PEP) : Comprehensive 120‑day hands‑on training. Virtual University : Access to Equitable Advisors' Virtual University for continuous learning. Mentorship : Opportunities for joint work and mentorship. Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist throughout your journey, offering valuable insights and support. Leadership Development : Access to Leadership Development School for those with management ambition. Professional Growth : Encouragement to pursue professional designations such as CFP®, ChFC and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Sign‑On Payment Eligibility : $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations. Stable Pay : After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40‑hour workweek with $39,000 annually. Commissions and Bonus : In addition to stable pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility : Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. EEO Statement Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) #J-18808-Ljbffr