Wealth Advisor: Licensing & Mentorship

Equitable Advisors; Oak Brook (IL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

FINRA sponsorship

Mentorship

Virtual University

Stable pay for 24 months

Commissions and bonus

Health, dental, vision, 401(k) and ESP

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Oak Brook, IL is seeking a Financial Professional to engage clients, develop personalized financial strategies, and discuss suitable products and services. The role requires an in-office presence and a proactive, values-driven mindset.

Training includes FINRA sponsorship, a 120-day hands-on program, and access to virtual university plus mentorship to support growth in wealth management.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66 or equivalent.
• Strong communication and relationship-building abilities.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss financial products and services tailored to client needs.

Skills

Client engagement

Financial strategy development

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Job description

Equitable Advisors in Oak Brook, IL is seeking a Financial Professional to engage clients, develop personalized financial strategies, and discuss suitable products and services. The role requires an in-office presence and a proactive, values-driven mindset.

Training includes FINRA sponsorship, a 120-day hands-on program, and access to virtual university plus mentorship to support growth in wealth management.