Wealth Management Associate - Wellesley, MA; Portsmouth, NH; Warwick, RI

Wealth Management Associate

Primary

Location:

United States - MA
- Wellesley

United States - RI
- Warwick
United States - NH - Portsmouth

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

• Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Authorized to work in the United States.

• FINRA sponsorship provided for required FINRA licensing.
• 120‑day hands‑on training during the Preliminary Employment Period (PEP).
• Access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship opportunities for joint work and mentorship.
• Personalized coaching from a local Vice President.
• Access to Leadership Development School for those with management ambition.
• Encouragement to pursue professional designations such as CFP®, ChFC and Equitable Advisors’ Credentialed Holistic Financial Coach program.

• Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored FINRA licenses and registrations.
• Stable Pay:
  As a 20th Edition financial professional, you will receive biweekly stable pay for up to your first 24 months, based on a 40‑hour workweek, with $33,400 annually.
• Commissions and bonus eligibility in addition to stable pay.
• Benefits eligibility for health, dental and vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement incentive program (TRIP), subject to program terms and conditions.

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusion, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like “1,000 Hours of Giving Back,” sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.

Join us to be part of a workplace culture dedicated to social impact and community engagement.

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