Licensed Wealth Advisor — Client-Focused Growth

Equitable Advisors; Columbia, Northern (MD, KY); Hybrid; USD 36,000 - 54,000; Full time

Benefits offered by this job

Sign-On bonus

Stable pay

Commissions & bonus

Benefits program

Job summary

Equitable Advisors seeks a Financial Services Professional in MD-Columbia to build client relationships, develop financial strategies, and consult on products and services in an in-office setting. You will engage clients, manage portfolios, and pursue regulatory licensing with FINRA sponsorship.

The program includes 120-day hands-on training, mentorship from a VP, and opportunities for CFP/ChFC designations within a supportive, goal‑driven culture.

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Strong interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a Financial Services Professional in MD-Columbia to build client relationships, develop financial strategies, and consult on products and services in an in-office setting. You will engage clients, manage portfolios, and pursue regulatory licensing with FINRA sponsorship.

The program includes 120-day hands-on training, mentorship from a VP, and opportunities for CFP/ChFC designations within a supportive, goal‑driven culture.