Wealth Management Associate - CO, Englewood… at Equitable · UNITED…

Summary: Equitable Advisors is dedicated to making a positive impact in the lives of its clients, with a network of over 4,300 financial professionals across the U.S. They are seeking a Wealth Management Associate to build client relationships, develop financial strategies, and provide tailored product consultations. The role emphasizes client engagement and offers a structured path to becoming a wealth manager through training and licensing. Responsibilities: - Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking - Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance - Discuss financial products and services tailored to clients' unique situations Required Qualifications: - Bachelor's degree or equivalent skills and work experience - State Life & Health, SIE, Series 7, Series 66 licensing - values-driven with a track record of success and accomplishment - excellent interpersonal and communication abilities with strong self-confidence - entrepreneurial spirit with a desire to positively impact others' lives - ability to work with and learn from top performers - must be authorized to work in the United States Required Skills: State Life & Health license, SIE license, Series 7 license, Series 66 license 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., Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., 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., 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, Wellness programs, Employee resource groups, "1,000 Hours of Giving Back," sponsored by our Women’s Network, “Equitable Excellence,” which awards 200 college scholarships annually