Wealth Management Associate: Licensing & Growth Path
equitable advisorsNew Troy, MI
Wealth Management Associate: Licensing & Growth Path
equitable advisorsNew Troy, MI
10 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Equitable Advisors seeks a Wealth Management Associate in Troy, MI to build and nurture client relationships, develop customized financial strategies, and discuss suitable products and services. This role emphasizes carrying out structured training, licensing progression, and mentorship within an in-office setting.
Candidates should have aBachelor's degree or equivalent, and hold or be pursuing FINRA licenses (SIE, Series 7, Series 66).
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JOB OVERVIEW
Experience level
Mid
Location
New Troy, MI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
10 days ago
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