Wealth Advisor in Training: Licensing & Growth Path

Equitable Advisors; Cincinnati (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA licensing sponsorship

120-day training program

Virtual University access

Mentorship program

Leadership development

Professional designations support

Sign-on eligibility bonus

Stable pay for 24 months

Commissions and bonus

Benefits package

Job summary

Equitable Advisors in Cincinnati, OH seeks motivated financial professionals to build client relationships and deliver personalized financial strategies. The role emphasizes licensing, mentorship, and a structured path to becoming a wealth manager through company programs.

You will engage clients, discuss investments, and coordinate with licensed teams. This position offers extensive training, sponsorship for FINRA licenses, and a clear career path toward CFP and related credentials.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 required.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a track record of success.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' needs.
• Maintain communication and progress tracking through events and meetings.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Cincinnati, OH seeks motivated financial professionals to build client relationships and deliver personalized financial strategies. The role emphasizes licensing, mentorship, and a structured path to becoming a wealth manager through company programs.

You will engage clients, discuss investments, and coordinate with licensed teams. This position offers extensive training, sponsorship for FINRA licenses, and a clear career path toward CFP and related credentials.