Entry-Level Wealth Manager: Training & Licensing

Equitable Advisors; Cleveland (OH); On-site; USD 24,795 - 30,305; Full time

Benefits offered by this job

Comprehensive benefits programs

Biweekly stable pay for first 24 months

Flexible schedule

FINRA sponsorship for licensing

Job summary

A prominent financial services company in Cleveland is seeking an Entry Level Wealth Manager. In this role, you will build and nurture relationships with clients and develop personalized financial strategies tailored to their needs. The ideal candidate should possess a Bachelor's degree and have strong interpersonal skills. A state life and health license along with SIE, Series 7, and Series 66 licenses are required. Equitable Advisors offers a structured path, mentorship, and the opportunity for professional growth in a supportive environment.

Qualifications

• Must be authorized to work in the United States.
• Strong communication skills are needed.
• Track record of success and accomplishment.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients' financial objectives and risk tolerance.
• Offer personalized strategies and recommendations.

Skills

Values-driven

Excellent interpersonal and communication abilities

Entrepreneurial spirit

Ability to work with top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA Licensing (State Life & Health, SIE, Series 7, Series 66)

Job description

A prominent financial services company in Cleveland is seeking an Entry Level Wealth Manager. In this role, you will build and nurture relationships with clients and develop personalized financial strategies tailored to their needs. The ideal candidate should possess a Bachelor's degree and have strong interpersonal skills. A state life and health license along with SIE, Series 7, and Series 66 licenses are required. Equitable Advisors offers a structured path, mentorship, and the opportunity for professional growth in a supportive environment.