Financial Advisor Trainee with Licensing Path

EQH; United States; On-site; USD 33,000 - 52,000; Full time

Benefits offered by this job

Sign-on bonus

Stable pay

Commissions & bonus

Benefits package

Job summary

Equitable Advisors seeks a Wealth Management Associate to build client relationships, develop financial strategies and present tailored investment solutions. This in-office role spans Wellesley MA, Portsmouth NH, and Warwick RI, with a structured licensing path and training support.

The program includes FINRA sponsorship, a 120-day hands-on training (PEP), a Virtual University, mentorship, and leadership development.

Qualifications

• Bachelor’s degree or equivalent skills and work experience.
• Ability to engage with clients and understand financial goals.
• Strong communication and presentation skills.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients’ financial objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients’ unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client relationship building

Interpersonal communication

Entrepreneurial mindset

Team collaboration

US work authorization

Education

Bachelor’s degree or equivalent experience

Job description

Equitable Advisors seeks a Wealth Management Associate to build client relationships, develop financial strategies and present tailored investment solutions. This in-office role spans Wellesley MA, Portsmouth NH, and Warwick RI, with a structured licensing path and training support.

The program includes FINRA sponsorship, a 120-day hands-on training (PEP), a Virtual University, mentorship, and leadership development.