Job Description
Equitable Advisors is a respected wealth management firm dedicated to helping clients secure their financial well-being. The Wealth Management Associate role involves providing financial services and products, building client relationships, and pursuing professional development opportunities. Responsibilities Help clients secure their financial well-being Provide financial services and products that address evolving financial needs Participate in local and national development programs Navigate obtaining required state licenses Pursue professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC) Develop markets and sustain long-term relationships Skills 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 A four-year college degree is preferred but not required Benefits Health Dental and vision 401(k) Employee Stock Purchase Plan (ESPP) Disability Life Insurance Transportation Reimbursement Incentive Program (TRIP) Company Overview We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
It was founded in undefined, and is headquartered in, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Equitable Advisors has a track record of offering H1B sponsorships, with 23 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.