Wealth Advisor — Licensed Financial Professional (Training)

Equitable Advisors; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

Equitable Advisors is seeking a Financial Professional in Atlanta, GA to build client relationships, deliver tailored financial strategies, and consult on products and services. The role emphasizes in-office client engagement, licensing readiness, and strong communication with a focus on helping clients achieve financial wellness.

Qualified candidates will hold relevant FINRA licenses, a bachelor’s degree or equivalent, and demonstrate an entrepreneurial spirit with collaborative drive to learn

Qualifications

• Education: Bachelor's degree or equivalent experience and skills.
• Licensing: Series 7, Series 66, SIE and Life & Health licensing.
• Strong communication and interpersonal abilities with a results orientation.
• Entrepreneurial mindset and collaboration with top performers.
• Legally eligible to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop financial strategies tailored to client objectives and risk tolerance.
• Consult on financial products and services aligned with client needs.

Skills

Licensing: Series 7

Licensing: Series 66

Licensing: SIE

Licensing: State Life & Health

Communication skills

Entrepreneurial mindset

Client engagement

Relationship building

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Financial Professional in Atlanta, GA to build client relationships, deliver tailored financial strategies, and consult on products and services. The role emphasizes in-office client engagement, licensing readiness, and strong communication with a focus on helping clients achieve financial wellness.

Qualified candidates will hold relevant FINRA licenses, a bachelor’s degree or equivalent, and demonstrate an entrepreneurial spirit with collaborative drive to learn