Wealth Management Associate - AL, Mobile (5143)

Equitable•Mobile, AL

1d•Onsite

About The Position

Equitable Advisors is hiring a Wealth Management Associate in Mobile, Alabama. The role focuses on helping individuals and families work toward their financial goals through client relationship development, personalized financial strategies, and consultation on relevant financial products and services. An in-office presence is required, with a flexible schedule. The company provides licensing sponsorship, structured hands-on training, ongoing education, mentorship, and coaching to support development into a wealth manager.

Requirements

Bachelor’s degree or equivalent skills and work experience.
State Life & Health, SIE, Series 7, and Series 66 licenses; sponsorship is provided for required FINRA licensing.
Values-driven, with a track record of success and accomplishment.
Excellent interpersonal and communication abilities, with strong self-confidence.
Entrepreneurial spirit and 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.

Nice To Haves

Ambition to pursue management development.
Interest in professional designations such as CFP®, ChFC, or Equitable Advisors’ Credentialed Holistic Financial Coach program.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Maintain consistent client communication and track progress.
Understand clients’ financial objectives and risk tolerance to develop personalized strategies.
Provide clear financial recommendations and guidance.
Discuss financial products and services tailored to clients’ situations.
Participate in training, mentorship, and professional development opportunities.

Benefits

Sign-on payment based on time to complete company-sponsored required FINRA licenses and registrations and enter the Preliminary Employment Period.
Biweekly pay for eligible financial professionals.
Eligibility to earn commissions and bonuses in addition to Stable Pay.
Health, dental, and vision benefits for eligible financial professionals.
401(k).
Employee Stock Purchase Plan (ESPP).
Disability insurance.
Life insurance.
Transportation Reimbursement Incentive Program (TRIP).
Wellness programs and employee resource groups.
Access to a 120-day hands-on Preliminary Employment Period, Virtual University, mentorship, personalized coaching, and Leadership Development School.