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Equitable Advisors · 1 day ago

Wealth Management Associate

LV Metro Area

Full-time

Hybrid

New Grad, Entry Level

$24K/yr - $135K/yr

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. They are seeking a Wealth Management Associate to help clients secure their financial well-being and provide them with confidence to pursue fulfilling lives.

Financial Services

Growth Opportunities

Hiring Manager

Vickie Shen

Responsibilities

Providing financial services and products that address clients' evolving financial needs throughout their lifetime

Empowering clients with the skills and tools needed for success in managing their financial futures

Participating in local and national development programs as well as joint-work opportunities for hands-on experience

Qualification

FINRA Series 7FINRA Series 66CERTIFIED FINANCIAL PLANNER™Holistic Financial CoachInterpersonal skillsCommunication abilitiesTeam playerSelf-starterResults-driven

Required

Applicants must be authorized to work in the United States

We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding

We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding

Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence

Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships