Financial Advisor Trainee: Licensing & Mentorship

Equitable Advisors; Raleigh (NC); On-site; USD 40,000 - 60,000; Part time

Benefits offered by this job

Comprehensive benefits including health and dental

Access to professional development programs

Mentorship opportunities

Job summary

A leading financial services company is seeking a part-time wealth manager to enhance client relationships and offer tailored financial strategies. This entry-level position requires candidates to hold a bachelor's degree and necessary financial licenses. Responsibilities include client engagement through networking and portfolio management. A supportive culture with extensive training and development opportunities is offered, alongside comprehensive benefits such as health and retirement plans. Join an organization dedicated to making a positive impact in communities.

Qualifications

• Value-driven professional with a track record of success.
• Must have excellent interpersonal skills.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through portfolio management.
• Understand and develop personalized financial strategies.
• Discuss financial products tailored to client needs.

Skills

Excellent interpersonal skills

Strong communication abilities

Entrepreneurial mindset

Ability to collaborate

Education

Bachelor's degree or equivalent experience

Tools

State Life & Health License

SIE License

Series 7 License

Series 66 License

Job description

A leading financial services company is seeking a part-time wealth manager to enhance client relationships and offer tailored financial strategies. This entry-level position requires candidates to hold a bachelor's degree and necessary financial licenses. Responsibilities include client engagement through networking and portfolio management. A supportive culture with extensive training and development opportunities is offered, alongside comprehensive benefits such as health and retirement plans. Join an organization dedicated to making a positive impact in communities.