Entry-Level Wealth Manager: FinRA Sponsorship & Training

Equitable Advisors; Washington; On-site; USD 39,150 - 47,850; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Mentorship opportunities

Continuous learning access through Virtual University

Job summary

A financial services firm in Washington is seeking passionate individuals to join as wealth managers. Candidates will engage clients, develop personalized financial strategies, and have access to comprehensive training programs including mentorship and licensing support. The firm emphasizes community impact and diversity, offering competitive compensation with stable pay and commission opportunities. Join us to help individuals achieve their financial goals within a supportive workplace culture.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment is preferred.
• Desire to positively impact others' lives.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients' financial objectives and devise personalized strategies.
• Discuss financial products tailored to clients' unique situations.

Skills

Excellent interpersonal and communication abilities

Values-driven

Entrepreneurial spirit

Ability to collaborate with top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health, SIE, Series 7, Series 66

Job description

A financial services firm in Washington is seeking passionate individuals to join as wealth managers. Candidates will engage clients, develop personalized financial strategies, and have access to comprehensive training programs including mentorship and licensing support. The firm emphasizes community impact and diversity, offering competitive compensation with stable pay and commission opportunities. Join us to help individuals achieve their financial goals within a supportive workplace culture.