Wealth Advisor: FINRA-Sponsored Licensing & Mentorship

Equitable Advisors

Maryland

On-site

USD 37,000 - 52,000

Full time

2 days ago
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Benefits offered by this job

Stable biweekly pay
Commissions & bonuses
Benefits: health, dental, vision
ESPP eligibility
FINRA sponsorship & training

Job summary

Equitable Advisors is seeking a Financial Professional in MD (Baltimore/Columbia) to engage clients, develop financial strategies, and consult on products and services. The role emphasizes in-office work, licensing support via FINRA sponsorship, and a path to wealth management through training and certification.

The program includes 120-day hands-on training, access to virtual university, mentorship, and leadership development, with stable biweekly pay and potential commissions/bonuses.

Qualifications

  • Bachelor's degree or equivalent skills and work experience.
  • Licensing: State Life & Health, SIE, Series 7, Series 66.
  • Excellent interpersonal and communication abilities with self-confidence.
  • Entrepreneurial spirit with a desire to positively impact others.
  • Ability to work with and learn from top performers.

Responsibilities

  • Client Engagement: build and nurture client relationships through networking and portfolio management.
  • Financial Strategy Development: tailor strategies to clients' objectives and risk tolerance.
  • Product and Service Consultation: discuss applicable financial products and services.
  • Location: in-office presence required.
  • Work-Life Balance: flexible schedule to maximize productivity and personal time.

Skills

Licensing knowledge
Communication skills
Entrepreneurial mindset
Collaboration
Work authorization (US)

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Financial Professional in MD (Baltimore/Columbia) to engage clients, develop financial strategies, and consult on products and services. The role emphasizes in-office work, licensing support via FINRA sponsorship, and a path to wealth management through training and certification.

The program includes 120-day hands-on training, access to virtual university, mentorship, and leadership development, with stable biweekly pay and potential commissions/bonuses.

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