Wealth Management Associate Licensing & Training

Equitable Advisors · Portsmouth, New Hampshire, USA

  • Internship

About the role

Role

Equitable Advisors is recruiting a Wealth Management Associate in Portsmouth, NH to build lasting client relationships and develop personalized financial strategies.

Key Accountabilities

  • Build lasting client relationships
  • Develop personalized financial strategies
  • Emphasize networking
  • Manage portfolios
  • Provide ongoing advisory guidance within a structured licensing path

Training and Development

  • FINRA sponsorship for licensing
  • 120-day Preliminary Employment Period
  • Access to Virtual University with mentorship

Job ID: #J-18808-Ljbffr

More at Equitable Advisors

More like this