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Wealth Management Associate - Licensing & Mentorship Path

Job in Frederick, Frederick County, Maryland, 21701, USA
Listing for: Equitable Advisors
Full Time position
Listed on 2026-11-06
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Equitable Advisors is seeking a Wealth Management Associate to build and manage client relationships in MD, with a focus on portfolio management and personalized financial planning. The role requires in-office presence and a commitment to ongoing licensing and professional development.

Ideal candidates have a Bachelor’s degree or equivalent experience, FINRA licensing (SIE, Series 7, 66, Life & Health), and a strong entrepreneurial mindset.

Are you ready to take on the Wealth Management Associate
- Licensing & Mentorship Path role at Equitable Advisors?

Learn more about the Wealth Management Associate
- Licensing & Mentorship Path role in the description above.

We appreciate your interest in this position.

Join Equitable Advisors and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

Position Requirements
10+ Years work experience
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