Entry-Level Wealth Advisor Trainee

Equitable Advisors; Evansville (IN); On-site; USD 28,000 - 42,000; Full time

Job summary

Equitable Advisors seeks a motivated wealth-management professional in Evansville to build client relationships, manage portfolios, and pursue licensing paths toward a wealth-management career.

In-office role with a structured training path, FINRA sponsorship, and mentorship from leadership. The program supports professional growth and designations such as CFP, ChFC, and the firm's own programs.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with a focus on helping others.
• Ability to collaborate with top performers and learn from them.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Communication skills

Leadership mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a motivated wealth-management professional in Evansville to build client relationships, manage portfolios, and pursue licensing paths toward a wealth-management career.

In-office role with a structured training path, FINRA sponsorship, and mentorship from leadership. The program supports professional growth and designations such as CFP, ChFC, and the firm's own programs.