Wealth Advisor in Training | Licensing & Mentorship

Equitable Advisors; Englewood (CO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Professional Growth

Sign-On Bonus Eligibility

Virtual University

Job summary

Equitable Advisors in Englewood, CO is seeking a Financial Professional to build client relationships, develop personalized financial strategies, and discuss products and services, with in-office presence.

You will complete licensing via FINRA sponsorship, participate in a 120-day PEP training, and have access to the Virtual University and mentorship. Compensation includes stable biweekly pay and potential commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent required.
• State Life & Health licenses, SIE, Series 7, Series 66 needed.
• Values-driven with proven success track record.
• Excellent interpersonal and communication abilities.

Responsibilities

• Client Engagement: Build and nurture client relationships and track progress.
• Financial Strategy Development: Assess objectives and risk tolerance to tailor strategies.
• Product and Service Consultation: Discuss financial products suited to client situations.
• Location: In-office presence required.

Skills

Education

Licensing

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Values-driven

Self-confidence

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Englewood, CO is seeking a Financial Professional to build client relationships, develop personalized financial strategies, and discuss products and services, with in-office presence.

You will complete licensing via FINRA sponsorship, participate in a 120-day PEP training, and have access to the Virtual University and mentorship. Compensation includes stable biweekly pay and potential commissions and bonuses.