Wealth Advisor: Licensing & Mentorship Path

Equitable Advisors; États-Unis; Sur place; USD 70 000 - 120 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

120-day PEP training

Virtual University

Mentorship program

Leadership Development School

CFP/ChFC study support

Sign-On payment

Résumé du poste

Equitable Advisors is actively seeking individuals to join its in-office wealth management team across the United States. You will engage clients, manage portfolios, and develop financial strategies aligned with goals and risk tolerance.

The role emphasizes licensing (State Life & Health, SIE, Series 7, Series 66), strong communication, and collaboration with top performers. A structured training path and ongoing professional growth opportunities are provided.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsabilités

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and provide clear recommendations.

Connaissances

Client engagement

Communication skills

Networking

Entrepreneurial mindset

Collaboration

Work authorization

Formation

Bachelor's degree or equivalent

Description du poste

Equitable Advisors is actively seeking individuals to join its in-office wealth management team across the United States. You will engage clients, manage portfolios, and develop financial strategies aligned with goals and risk tolerance.

The role emphasizes licensing (State Life & Health, SIE, Series 7, Series 66), strong communication, and collaboration with top performers. A structured training path and ongoing professional growth opportunities are provided.