Entry-Level Wealth Advisor — FINRA Licensing & Training

Equitable Advisors; Evansville (IN); Sur place; USD 25 000 - 30 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

Mentorship from VP

Virtual University

Leadership Development

Résumé du poste

Equitable Advisors seeks ambitious financial professionals to build and manage client relationships, develop personalized financial strategies, and discuss tailored products and services. This in-office role emphasizes licensing and ongoing training for a wealth-management career.

You will complete FINRA licensing during a structured 120-day program with mentorship from a local VP, plus access to Virtual University and Leadership Development as you pursue CFP/ChFC designations.

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Authorized to work in the United States.
• Strong communication and entrepreneurial mindset.

Responsabilités

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial plans aligned with client objectives and risk tolerance.
• Discuss financial products and services tailored to clients' situations.
• Collaborate with top performers to deliver comprehensive wealth management guidance.

Formation

Bachelor's degree

Work experience

Description du poste

Equitable Advisors seeks ambitious financial professionals to build and manage client relationships, develop personalized financial strategies, and discuss tailored products and services. This in-office role emphasizes licensing and ongoing training for a wealth-management career.

You will complete FINRA licensing during a structured 120-day program with mentorship from a local VP, plus access to Virtual University and Leadership Development as you pursue CFP/ChFC designations.