Licensed Wealth Advisor Trainee with FINRA Sponsorship

Equitable Advisors; Maryland; On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

FINRA sponsorship

120-day training

Virtual University

Mentorship

Leadership Development

Professional growth

Sign-on bonus

Stable pay

Commissions & bonus

Benefits package

Job summary

Equitable Advisors is seeking a Financial Professional in Maryland to build and nurture client relationships, develop personalized financial strategies, and consult on suitable products and services. This in-office role emphasizes collaboration with top performers and a values-driven, entrepreneurial mindset.

Initial training includes FINRA sponsorship and a comprehensive 120-day program, followed by mentorship, leadership development, and ongoing professional growth toward CFP/ChFC

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication

Interpersonal skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Financial Professional in Maryland to build and nurture client relationships, develop personalized financial strategies, and consult on suitable products and services. This in-office role emphasizes collaboration with top performers and a values-driven, entrepreneurial mindset.

Initial training includes FINRA sponsorship and a comprehensive 120-day program, followed by mentorship, leadership development, and ongoing professional growth toward CFP/ChFC