Wealth Advisor — Licensed, Mentorship & Growth Path

Equitable Advisors; Fort Collins (CO); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health,Dental,Vision benefits

401(k)

ESPP

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is recruiting for a wealth management pathway role focused on client engagement, financial strategy development, and service consultation. The in-office position emphasizes relationship building, licensing through FINRA, and a structured training program.

You will participate in FINRA licensing sponsorship, a comprehensive 120-day training period, and ongoing mentorship, with a pathway to becoming a licensed wealth professional guided by leadership development and professional

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success.
• Strong interpersonal and communication abilities with self-confidence.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies based on clients' objectives and risk tolerance to provide clear recommendations.
• Discuss financial products and services tailored to clients' situations.
• Location requires in-office presence.
• Work-life balance supported by a flexible schedule.

Skills

Bachelor's degree

Licensing: FINRA (SIE, Series 7, 66)

Communication skills

Entrepreneurial mindset

Collaborative learning

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is recruiting for a wealth management pathway role focused on client engagement, financial strategy development, and service consultation. The in-office position emphasizes relationship building, licensing through FINRA, and a structured training program.

You will participate in FINRA licensing sponsorship, a comprehensive 120-day training period, and ongoing mentorship, with a pathway to becoming a licensed wealth professional guided by leadership development and professional