Wealth Management Associate: Licensing Sponsorship & Growth
equitable advisorsSalt Lake City, UT
Wealth Management Associate: Licensing Sponsorship & Growth
L4
equitable advisorsSalt Lake City, UT11 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesEquitable Advisors in Salt Lake City, UT seeks a Wealth Management Associate to engage clients, develop tailored financial strategies, and discuss product options. In-office presence is required as you build relationships and manage portfolios alongside senior advisors.
Candidates should have a Bachelor's degree, necessary licenses, and an entrepreneurial, collaborative mindset to grow with the firm and pursue CFP/ChFC designations over time.
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Level
MidL4
Location
Salt Lake City, UT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
11 days ago
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