Wealth Advisor — Licensing & Career Growth Path

Equitable Advisors; Cleveland (OH); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Health, dental and vision

401(k) and ESPP

Disability insurance

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors in Cleveland, OH seeks a Wealth Management Advisor to engage clients, develop tailored financial strategies, and discuss products and services. This in-office role emphasizes relationship-building and proactive guidance for individuals and families.

The position supports licensing pathways (SIE, Series 7, 66) and a structured development program, offering mentorship, training, and a clear path to financial professional status.

Qualifications

• Bachelor's degree or equivalent experience.
• Licensing requirements listed (Life & Health, SIE, Series 7, Series 66).
• Values-driven with track record of success.
• Excellent communication and self-confidence.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop and communicate personalized financial strategies.
• Discuss financial products and services tailored to clients.

Skills

Client relationship

Communication skills

Entrepreneurial spirit

Collaboration

Education

Bachelor's degree

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

Tools

None

Job description

Equitable Advisors in Cleveland, OH seeks a Wealth Management Advisor to engage clients, develop tailored financial strategies, and discuss products and services. This in-office role emphasizes relationship-building and proactive guidance for individuals and families.

The position supports licensing pathways (SIE, Series 7, 66) and a structured development program, offering mentorship, training, and a clear path to financial professional status.