Wealth Management Associate

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 and offer 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 you throughout your journey, offering valuable insights and support to help you succeed. Leadership Development: Access to Leadership Development School for those with management ambition. Professional Growth: Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Compensation & Benefits 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 $33,400 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. Job ID: GE-7814315.1 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. #J-18808-Ljbffr Equitable Advisors