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Wealth Management Associate Leadership - FL Orlando, Mt. Dora, Kissimme
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-01-12
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Wealth Management Associate with Future Leadership Opportunity
Locations:
Orlando, FL;
Mt. Dora, FL;
Kissimmee, FL;
Daytona Beach, FL;
Melbourne, FL (5125)
Join Equitable Advisors as a Wealth Management Associate with a future leadership opportunity. Our mission is to help people build fulfilling futures grounded in stability, innovative strategies, and commitment to our clients.
Responsibilities- Network to discover new talent to grow your team.
- Coach and develop new Financial Professionals.
- Collaborate with local leadership to strengthen values, mission, and vision.
- Commit to personal and district goals consistent with branch and company strategy.
- Ensure compliance and brand standards through supervisory skills.
- Foster diverse talent and support an inclusive work environment.
- Build team culture through events and activities.
- Four‑year college degree preferred but not required.
- Complete 12 months as entry‑level Financial Professional with required licensing:
State Life and Health, SIE, FINRA Series 7 & 6, and developed client base. - Pass FINRA Series 24 exam prior to stepping into leadership.
- Ability to leverage past and present experiences to develop markets and sustain long‑term relationships.
- Desire to help others plan for and protect their financial futures.
- Knowledge of our products and services.
- High self‑confidence with a team‑first attitude.
- Authorized to work in the United States.
- Leadership Development School.
- Equitable Advisors’ Virtual University.
- Columbia Holistic Financial Coach Program.
- FINRA licensing sponsorship.
- 1:1 coaching from top leadership.
- Mentorship opportunities.
- Personalized training across all business areas.
- Opportunity to earn special designations such as CFP®.
- Unlimited earning potential and comprehensive benefit plans: health (medical, dental, vision), 401(k) with company match, Employee Stock Purchase Plan, short‑ and long‑term disability, basic group life.
- Work‑life balance and access to full remote‑work technology solutions.
Equitable Advisors, LLC, member FINRA, SIPC, is an equal‑opportunity employer. M/F/D/V. GE 8204370.1 (Exp 7/29).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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