Junior Wealth Advisor Trainee

Equitable Advisors; Cincinnati (OH); On-site; USD 32,000 - 60,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP training

Virtual University Access

Mentorship program

Leadership Development School

Professional growth opportunities

Sign-On Payment eligibility: $250–$1,0

Job summary

Equitable Advisors is seeking ambitious Financial Professionals to join our wealth management track. You will build client relationships, assess financial goals, and present personalized strategies while pursuing FINRA licenses and certifications.

This in-office role offers structured training via PEP, mentorship from senior leaders, and access to virtual university resources, with potential for long-term growth and professional designation support.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing and FINRA licensing prerequisites.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.

Skills

Client Engagement

Financial Strategy

Product & Service Consultation

Entrepreneurial Mindset

Collaborative Skills

Work Authorization

Education

Bachelor's degree

Tools

FINRA Licenses (SIE, Series 7)

Job description

Equitable Advisors is seeking ambitious Financial Professionals to join our wealth management track. You will build client relationships, assess financial goals, and present personalized strategies while pursuing FINRA licenses and certifications.

This in-office role offers structured training via PEP, mentorship from senior leaders, and access to virtual university resources, with potential for long-term growth and professional designation support.