Office Wealth Management Associate: Training & Licensing
Job in
Troy, Oakland County, Michigan, 48083, USA
Listed on 2026-02-05
Listing for:
Equitable Advisors
Apprenticeship/Internship
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Financial Advisor, Banking & Finance, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services firm in Troy, MI, seeks a Wealth Management Associate to build client relationships and develop personalized financial strategies. Candidates must hold a Bachelor's degree and be willing to obtain FINRA licenses. The role requires strong communication skills, a proactive approach, and a commitment to helping clients achieve financial wellness. The firm offers training, mentorship, and comprehensive benefits, including commissions and bonuses.
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Position Requirements
10+ Years
work experience
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