Equitable Advisors · 7 hours ago
Wealth Management Associate with Leadership Ambition
Miami, FL
Full-time
Hybrid
Entry, Mid Level
1+ years expEquitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies, and commitment to our clients. The Wealth Management Associate role focuses on leadership development, coaching new financial professionals, and fostering a diverse and inclusive work environment.
Financial Services
Responsibilities
Networking to discover new talent to grow your team
Coaching from your experience & training to develop new Financial Professionals
Collaborating with local leadership to strengthen values, mission and vision
Committing to personal and district goals consistent with branch and company strategy
Supervisory skills ensuring compliance and brand are met
Fostering diverse talent and enabling an inclusive work environment
Teambuilding through culture and events
Qualification
Required
Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
Must pass FINRA Series 24 exam prior to stepping into leadership
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Desire to help others plan for and protect their financial futures
Knowledge of our products & services
High degree of self-confidence but team first attitude
Authorized to work in the United States
Preferred
Four-year college degree preferred but not required
Benefits
Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable))
401(k) Plan with company match
Employee Stock Purchase Plan (ESPP)
Short- and Long-Term Disability Programs
Basic Group Life Insurance
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
H1B Sponsorship
Equitable Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase