Field-Based Wealth Advisor Trainee | Flexible Growth

equitable; Hartford (CT); On-site; USD 24,000 - 36,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking individuals to join their Retirement Benefits Group, offering a path to becoming a licensed wealth manager. The role focuses on client engagement, education on financial products, and personalized service through flexible, community-driven work.

Training includes FINRA licensing and mentorship to support career growth. With a structured development path, you’ll gain hands-on experience, benefit from a 120-day PEP program, virtual university access, and ongoing

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• values-driven with a track record of success and accomplishment.
• excellent interpersonal and communication abilities with strong self-confidence.
• entrepreneurial spirit with a desire to positively impact others' lives.
• ability to work with and learn from top performers.
• must be authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
• Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
• Flexible schedule to maximize productivity and personal time.

Skills

Education

Licensing

Personal Attributes

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking individuals to join their Retirement Benefits Group, offering a path to becoming a licensed wealth manager. The role focuses on client engagement, education on financial products, and personalized service through flexible, community-driven work.

Training includes FINRA licensing and mentorship to support career growth. With a structured development path, you’ll gain hands-on experience, benefit from a 120-day PEP program, virtual university access, and ongoing