Wealth Advisor - Licensing Path + Mentorship

Socket.dev; Cleveland (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship program

Coaching support

Leadership development

Professional designations

Job summary

Equitable Advisors is actively seeking wealth management professionals to engage clients, develop personal financial strategies, and discuss tailored products and services. You will cultivate relationships through networking, manage portfolios, and track progress with a client-focused approach.

The role emphasizes licensing, FINRA sponsorship, and a structured training path. A in-office presence is required, with a strong commitment to client service and long-term growth within the firm.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success and accomplishment.
• Communication skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work authorization: must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Licensing

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is actively seeking wealth management professionals to engage clients, develop personal financial strategies, and discuss tailored products and services. You will cultivate relationships through networking, manage portfolios, and track progress with a client-focused approach.

The role emphasizes licensing, FINRA sponsorship, and a structured training path. A in-office presence is required, with a strong commitment to client service and long-term growth within the firm.