Licensed Financial Advisor - Wealth Management

Equitable Advisors

Columbia (MD)

On-site

USD 55,000 - 75,000

Full time

12 days ago
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Benefits offered by this job

FINRA Sponsorship
Virtual University
Mentorship
Leadership Development
Stable Pay (Biweekly)

Job summary

Equitable Advisors is recruiting Financial Professionals in Maryland/Columbia to build client relationships, devise personalized financial strategies, and discuss tailored products and services. In-office presence is required, with a flexible schedule for work-life balance.

Training includes FINRA licensing support, and mentorship opportunities are available to advance within wealth management. The program emphasizes a structured path toward licensing, professional growth, and long-term career

Qualifications

  • Bachelor's degree or equivalent skills and work experience.
  • State Life & Health, SIE, Series 7, Series 66 licensing.
  • Excellent interpersonal and communication abilities with strong self-confidence.
  • Entrepreneurial spirit with a drive to impact others.
  • Ability to work with top performers and learn from them.
  • Work authorization to work in the United States.

Responsibilities

  • Build and nurture client relationships through networking events and portfolio management.
  • Develop financial strategies by understanding client objectives and risk tolerance.
  • Consult on financial products and services tailored to clients' situations.
  • Maintain in-office presence as required.
  • Balance work and personal time with a flexible schedule.

Skills

Client engagement
Communication
Relationship building
Self-confidence
Entrepreneurial mindset
Collaboration
Work authorization (US)

Education

Bachelor's degree or equivalent
State Life & Health, SIE, Series 7, Series 66 licenses

Job description

Equitable Advisors is recruiting Financial Professionals in Maryland/Columbia to build client relationships, devise personalized financial strategies, and discuss tailored products and services. In-office presence is required, with a flexible schedule for work-life balance.

Training includes FINRA licensing support, and mentorship opportunities are available to advance within wealth management. The program emphasizes a structured path toward licensing, professional growth, and long-term career

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