About this role
Wealth Management Associate - AL, Mobile (5143) at Equitable Advisors. Location: Mobile, Alabama, United States. Role: Engage clients, Develop strategy, Consult products Requirements: Bachelor's degree; licensure/licenses for financial advisory; client engagement and financial planning skills; strong communication and collaboration. Category: Sales Seniority: Entry Level Tools: Finra licensing tools, CRM, Portfolio management Certifications: state life & health, sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English