Wealth Management Associate
Equitable Advisors
Phoenix, AZ0–2 yrs3h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- AccountingSales
- Work
- On-site in Phoenix
- Pay
- Not stated by the employer.
- Skill demand
- Sales32%Accounting19%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 11, 2026 · still open
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About the Role
At Equitable Advisors, your next chapter can start today. We are seeking highly motivated individuals to join our dynamic team in Phoenix. This is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life.
Key Responsibilities
- Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service.
- Build and maintain a client base, keeping client plans up-to-date and acquiring new clients on an ongoing basis.
- Contact clients periodically to determine if there have been changes in their financial status.
- Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.
Requirements & Tech Stack
- A four-year college degree.
- You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.
Backgrounds of Successful Individuals
- Law
- Brokerage
- Accounting
- Banking
- Management
- Sales