Wealth Advisor in Training — FINRA Licensing Path

Equitable Advisors; Richmond (VA); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Sign-On Payment

Stable Pay

Commissions & Bonus

Benefits

Job summary

Equitable Advisors in Richmond, VA is seeking individuals to build client relationships and guide financial planning through licensed pathways. The role emphasizes engagement, strategy development, and consultation to help clients achieve financial wellness.

You will operate in an in-office setting with a flexible schedule designed to balance productivity and personal time while pursuing professional designations.

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

• Client engagement: build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial strategy development: understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and service consultation: discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Richmond, VA is seeking individuals to build client relationships and guide financial planning through licensed pathways. The role emphasizes engagement, strategy development, and consultation to help clients achieve financial wellness.

You will operate in an in-office setting with a flexible schedule designed to balance productivity and personal time while pursuing professional designations.