Future Wealth Manager - Licensing Path & Growth

Equitable Advisors; Detroit (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Biweekly pay

Commissions & Bonus

Health, dental & vision insurance

401(k)

ESPP

Disability insurance

Life Insurance

TRIP Transportation Reimbursement

Job summary

Equitable Advisors seeks energetic financial professionals to engage clients, develop financial strategies, and consult on products and services. This in-office role requires a strong client-focus and the ability to manage compliance and licensing pathways.

You will be mentored through FINRA sponsorship, training programs, and a structured path toward wealth management licensure, with biweekly pay and potential commissions/bonuses. A collaborative network nationwide supports your development.

Qualifications

• Bachelor's degree or equivalent required.
• State Life & Health, SIE, Series 7 and Series 66 licensing required/ sponsorable.
• Entrepreneurial mindset with drive to impact clients positively.
• Excellent communication and interpersonal skills; able to build trust.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' objectives and risk tolerance to craft personalized strategies.

Skills

Client relationship mgmt

Communication

Networking

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

State Life & Health License

SIE

Series 7

Series 66

Job description

Equitable Advisors seeks energetic financial professionals to engage clients, develop financial strategies, and consult on products and services. This in-office role requires a strong client-focus and the ability to manage compliance and licensing pathways.

You will be mentored through FINRA sponsorship, training programs, and a structured path toward wealth management licensure, with biweekly pay and potential commissions/bonuses. A collaborative network nationwide supports your development.