Wealth Management Associate
Not Disclosed•Full-TimeOn-site
location_onScottsdales Dentist, 8440, East McDonald Drive, Scottsdale, Maricopa County, Arizona, 85250, United States
About Equitable Advisors
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.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offering 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.
The Role Experience
This role is designed for values-driven individuals with an entrepreneurial spirit who desire to positively impact others' lives. You will build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking. Your day will involve understanding clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance tailored to their unique situations.
You will work within a collaborative environment where you can learn from top performers. The position includes a comprehensive 120-day hands-on training period (Preliminary Employment Period) and access to Equitable Advisors' Virtual University for continuous learning. You will benefit from personalized coaching and mentorship from a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed. For those with management ambition, opportunities for leadership development are available.
While an in-office presence is required, the role offers a flexible schedule designed to maximize productivity and personal time, supporting a healthy work-life balance.
Equal Opportunity
Equitable Advisors, LLC is an equal opportunity employer. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.
Work location
Work model: On-site
Scottsdales Dentist, 8440, East McDonald Drive, Scottsdale, Maricopa County, Arizona, 85250, United States
Scottsdale, Arizona
Key Responsibilities
- check_circleBuild and nurture client relationships through networking events and portfolio management
- check_circleUnderstand clients' financial objectives and risk tolerance to devise personalized strategies
- check_circleDiscuss financial products and services tailored to clients' unique situations
- check_circleEnsure consistent communication and progress tracking with clients
Requirements
- verifiedBachelor's degree or equivalent skills and work experience
- verifiedState Life & Health license
- verifiedSIE license
- verifiedSeries 7 license
- verifiedSeries 66 license
- verifiedAuthorized to work in the United States
Benefits & Perks
check_circleComprehensive health, dental, and vision insurancecheck_circle401(k) retirement plancheck_circleEmployee Stock Purchase Plan (ESPP)check_circleDisability insurance coverageLife insurance coverage
Similar Job Opportunities
Skills, education and keywords
Skills: State Life & Health, Sie, Series 7, Series 66, Certified Financial Planner, CHFC, Credentialed Holistic Financial Coach.
Education: Bachelor's degree or equivalent skills and work experience.
Frequently asked questions about Wealth Management Associate at AXA US
What does a Wealth Management Associate at AXA US do?expand_more
Day-to-day, the Wealth Management Associate at AXA US will build and nurture client relationships through networking events and portfolio management; understand clients' financial objectives and risk tolerance to devise personalized strategies; discuss financial products and services tailored to clients' unique situations; and ensure consistent communication and progress tracking with clients.
What are the requirements for this Wealth Management Associate role?expand_more
To qualify for the Wealth Management Associate at AXA US position, applicants should have: Bachelor's degree or equivalent skills and work experience; State Life & Health license; SIE license; Series 7 license; Series 66 license; and Authorized to work in the United States.
Where is the Wealth Management Associate role at AXA US located?expand_more
Wealth Management Associate at AXA US is based in Scottsdales Dentist, 8440, East McDonald Drive, Scottsdale, Maricopa County, Arizona, 85250, United States. This is a on-site role.
Is this Wealth Management Associate job remote, hybrid, or on-site?expand_more
AXA US has listed this Wealth Management Associate role as on-site.
How much experience is required for this Wealth Management Associate role?expand_more
Candidates for Wealth Management Associate at AXA US should have mid level.
What skills do you need for the Wealth Management Associate role at AXA US?expand_more
Key skills for Wealth Management Associate at AXA US include State Life & Health; Sie; Series 7; Series 66; Certified Financial Planner; CHFC; and Credentialed Holistic Financial Coach.
What education is required for Wealth Management Associate at AXA US?expand_more
Educational requirements for this role: Bachelor's degree or equivalent skills and work experience.
What category does the Wealth Management Associate role belong to?expand_more
Wealth Management Associate at AXA US is part of the accounting & finance job category on Recrutus.
About AXA US
EQH, headquartered in New York, NY, is a financial services holding company and parent to AXA Equitable Life, a prominent entity in the insurance sector. Founded in 1859, the organization serves over 2.8 million customers, overseeing more than $196 billion in assets under management (as of December 31, 2018). AXA Equitable Life focuses on retirement planning, family financial protection, and long-term wealth strategies, offering solutions designed to support individuals in achieving secure futures. The company operates within the broader insurance and financial services landscape, emphasizing stability and client-focused solutions.
Browse more roles: All AXA US jobs, accounting & finance jobs on Recrutus.