Wealth Management Associate - MN, Minneapolis (3050)
Equitable AdvisorsMinneapolis, Minnesota, United States
Posted January 9, 2026
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities, with a focus on diversity, inclusivity, and social impact.
Job Description
Wealth Management Associate role at Equitable Advisors, dedicated to making a positive impact in the lives of its clients through licensing and employment, with a focus on client engagement, financial strategy development, and product consultation.
Requirements
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licensing
- 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
Benefits
- Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)
- Flexible schedule to maximize productivity and personal time
- FINRA Sponsorship for required FINRA licensing
- Preliminary Employment Period (PEP) comprehensive 120-day hands-on training
- Virtual University access for continuous learning
- Mentorship opportunities with a local Vice President
- Personalized Coaching and Leadership Development