Wealth Management Associate - FL, Jacksonville

Join Equitable Advisors as a Wealth Management Associate located in Jacksonville, FL (job ). Equitable Advisors serves 2.4 million clients nationwide and is committed to fostering relationships that help people achieve meaningful financial wellness. Our mission is to make a difference in the lives of others.

• Client Engagement:
  Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Financial Strategy Development:
  Understand clients' objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Product & Service Consultation:
  Discuss tailored financial products and services.
• Location:
  
  In‑office presence required.
• Work‑Life Balance:
  Flexible schedule to maximize productivity and personal time.

• Education:
  
  Bachelor’s degree or equivalent work experience.
• Licensing:
  State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes:
  Values‑driven with a track record of success and accomplishment.
• Communication
  
  Skills:
  
  Excellent interpersonal & communication abilities with strong confidence.
• Mindset:
  Entrepreneurial spirit to positively impact others.
• Collaboration:
  
  Ability to work with and learn from top performers.
• Work Authorization:
  Must be authorized to work in the United States.

• FINRA Sponsorship:
  Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): 120‑day hands‑on training.
• Virtual University:
  Access to continuous learning.
• Mentorship &
  
  Coaching:
  
  Local Vice President support, leadership development opportunities.
• Professional Growth:
  Encouragement to pursue CFP®, ChFC, or Equitable Advisors’ credential programs.

• Sign‑On Payment:
  Based on completion of FINRA licenses and entry into PEP.
• Stable Pay:
  Bi‑weekly pay for eligible professionals.
• Commissions & Bonus:
  Eligibility to earn commissions and bonus.
• Benefits:
  Health, dental, vision, 401(k), ESPP, disability, life insurance, TRIP.

Equitable Advisors is committed to diversity, inclusion, wellness, and community engagement. Programs include “1,000 Hours of Giving Back,” Women’s Network, and “Equitable Excellence” scholarships.

United States – FL – Jacksonville

• FL – Gainesville
• FL – Ocala
• FL – Tallahassee
• GA – Savannah
• GA – Valdosta

Equitable Advisors

Entry level

Part‑time

Finance and Sales

Equitable Advisors, LLC, is an equal‑opportunity employer. M/F/D/V.