Wealth Advisor: Licensing & Training Path

Equitable Advisors; Wyoming (OH); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership development

CFP support

Stable pay

Commissions & bonus

Benefits package

Job summary

Equitable Advisors is actively seeking motivated financial professionals to join its nationwide network. The role focuses on client engagement, building relationships through networking events and portfolio management, and delivering personalized financial guidance.

You will develop financial strategies aligned with clients’ objectives, coordinate with top performers, and participate in licensed training programs including FINRA sponsorship and a comprehensive 120-day PEP.

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7 and Series 66 licensing.
• Values-driven with a track record of success.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Discuss financial products and services tailored to clients' needs.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Licensing: Series 7

Licensing: Series 66

Licensing: SIE

Licensing: State Life & Health

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is actively seeking motivated financial professionals to join its nationwide network. The role focuses on client engagement, building relationships through networking events and portfolio management, and delivering personalized financial guidance.

You will develop financial strategies aligned with clients’ objectives, coordinate with top performers, and participate in licensed training programs including FINRA sponsorship and a comprehensive 120-day PEP.