Wealth Advisor in Training – Licensing & Growth Path

Equitable Advisors; Jacksonville (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Stable Pay (biweekly)

Commissions & Bonus

Comprehensive benefits

Job summary

Equitable Advisors is hiring in Jacksonville, FL to grow a client-focused wealth advisory practice. The role emphasizes relationship-building, portfolio management, and delivering personalized financial strategies.

The position includes licensing sponsorship and a clear path to wealth-management credentials. In-office work is required, with a balanced schedule designed for productive client engagement and strong performance.

Qualifications

• Bachelor’s degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Excellent interpersonal and communication abilities with a 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, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor’s degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is hiring in Jacksonville, FL to grow a client-focused wealth advisory practice. The role emphasizes relationship-building, portfolio management, and delivering personalized financial strategies.

The position includes licensing sponsorship and a clear path to wealth-management credentials. In-office work is required, with a balanced schedule designed for productive client engagement and strong performance.