Entry-Level Wealth Manager — Training & Licensing Support

Equitable Advisors; Miami (FL); On-site; USD 20,000 - 36,000; Part time

Benefits offered by this job

Comprehensive benefits programs

Professional growth opportunities

Sign-on payment

Job summary

A financial services firm in Miami is seeking Entry Level Wealth Managers to build client relationships and develop tailored financial strategies. Candidates should have a Bachelor's degree, strong communication skills, and an entrepreneurial spirit. This part-time role offers a structured path to becoming a wealth manager, including training, mentorship, and access to FINRA licensing. Comprehensive benefits are available, alongside opportunities for professional growth in a supportive workplace dedicated to community engagement.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients' financial objectives for personalized strategies.
• Discuss tailored financial products and services.

Skills

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing

Job description

A financial services firm in Miami is seeking Entry Level Wealth Managers to build client relationships and develop tailored financial strategies. Candidates should have a Bachelor's degree, strong communication skills, and an entrepreneurial spirit. This part-time role offers a structured path to becoming a wealth manager, including training, mentorship, and access to FINRA licensing. Comprehensive benefits are available, alongside opportunities for professional growth in a supportive workplace dedicated to community engagement.