Wealth Management Associate

Wealth Management Associate - Wellesley, MA; Portsmouth, NH; Warwick, RI (5215) Join Equitable Advisors – a dedicated network of over 4,300 financial professionals committed to helping clients achieve meaningful financial wellness. This role offers a structured pathway to becoming a licensed wealth manager across multiple markets. Role Highlights Client Engagement : Build and nurture client relationships through networking events and portfolio management; ensure consistent communication and progress tracking. Financial Strategy Development : Understand clients' objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance. Product and Service Consultation : Discuss tailored financial products and services that match 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 continuous learning resources. Mentorship opportunities and joint work support. Personalized coaching from a local Vice President. Leadership Development School for those with management ambition. Encouragement to pursue professional designations such as CFP®, ChFC, and Equitable Advisors’ Holistic Financial Coach program. Compensation & Benefits Sign‑On Payment : $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of FINRA licenses and registrations. Stable Pay : Eligible for a 20th Edition financial professional role with bi‑weekly stable pay for the first 24 months, totaling $31,500 annually. Commissions and Bonus : Additional earnings potential beyond stable pay. Benefits Eligibility : Comprehensive programs including health, dental, vision, 401(k), ESPP, disability, life insurance, and Transportation Reimbursement Incentive Program. Our Impact & Culture Equitable Advisors is committed to making a difference in people’s lives and the communities we serve. We value diversity and inclusivity, offer wellness programs, employee resource groups, and community engagement initiatives such as “1,000 Hours of Giving Back” and “Equitable Excellence.” This position is open for applications with no set deadline, ensuring we remain receptive to exceptional candidates at any time. Primary Location : United States‑MA‑Wellesley Other Locations : United States‑RI‑Warwick, United States‑NH‑Portsmouth Organization : Equitable Advisors Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr