Wealth Advisor in Training | FINRA Licensing

Equitable Advisors; Canton (OH); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Employee stock purchase plan

Transportation reimbursement

Job summary

Equitable Advisors is seeking a motivated financial professional to engage clients, manage portfolios, and deliver tailored financial guidance. The role focuses on building lasting relationships, identifying client objectives, and coordinating with product specialists to meet needs.

Licensing through FINRA and ongoing development are integral, with in-office work in Canton, Ohio. A values-driven, entrepreneurial mindset and strong communication are essential for success.

Qualifications

• Bachelor's degree or equivalent education.
• 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 mindset 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' unique situations.

Skills

Client relationships

Networking

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Collaboration

US work authorization

Communication skills

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a motivated financial professional to engage clients, manage portfolios, and deliver tailored financial guidance. The role focuses on building lasting relationships, identifying client objectives, and coordinating with product specialists to meet needs.

Licensing through FINRA and ongoing development are integral, with in-office work in Canton, Ohio. A values-driven, entrepreneurial mindset and strong communication are essential for success.