Wealth Management Associate - MA, Wellesley

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, we serve 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.

About the Role

This position is designed for those with an entrepreneurial spirit and a 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 focus will be on understanding clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance tailored to their unique situations.

The role requires an in-office presence, yet offers a flexible schedule to maximize productivity and personal time. You will work with and learn from top performers, supported by a local Vice President who will provide personalized coaching and valuable insights throughout your journey.

Training & Development

We are committed to your professional growth. Upon joining, you will receive FINRA sponsorship for required licensing and participate in a comprehensive 120-day hands-on Preliminary Employment Period (PEP). You will have access to Equitable Advisors' Virtual University for continuous learning and opportunities for joint work and mentorship.

For those with management ambition, we offer access to Leadership Development School. We also encourage the pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors' own Credentialed Holistic Financial Coach program.

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.

Hiring Process & Application

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline, ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equal Opportunity Employer

Equitable Advisors, LLC is an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, sex, national origin, disability, or veteran status.