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Wealth Management Associate: Licensing & Growth Path

L4

equitable advisorsNew Troy, MI9 days ago
Equitable Advisors seeks a Wealth Management Associate in Troy, MI to build and nurture client relationships, develop customized financial strategies, and discuss suitable products and services. This role emphasizes carrying out structured training, licensing progression, and mentorship within an in-office setting. Candidates should have aBachelor's degree or equivalent, and hold or be pursuing FINRA licenses (SIE, Series 7, Series 66).
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Level

MidL4

Location

New Troy, MI

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

9 days ago

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