Wealth Management Associate - IA, Cedar Rapids, Iowa City (5137)
Equitable AdvisorsCedar Rapids, Iowa, United States • Iowa City, Iowa, United States
Posted January 3, 2026
Full Time
About the Company
Equitable Advisors is committed to making a positive impact in the lives of its clients and is dedicated to fostering relationships that help people achieve meaningful financial wellness.
Job Description
Wealth Management Associate - IA, Cedar Rapids, Iowa City. Build and nurture client relationships through networking events and portfolio management, devise personalized financial strategies, and work in-office presence required.
Requirements
- Client Engagement: Build and nurture client relationships through networking events and portfolio management
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
- Education: Bachelor's degree or equivalent skills and 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 and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
Benefits
- Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)