Wealth Advisor Trainee

Equitable Advisors; Las Vegas (NV); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Flexible work-life balance

Professional growth opportunities

Job summary

A leading financial services firm in Las Vegas seeks motivated individuals to build client relationships and provide tailored financial strategies. Ideal candidates should possess a Bachelor's degree and relevant licenses. The position offers comprehensive training, including mentorship and development opportunities. Join us to impact lives positively while thriving in a supportive work environment committed to social responsibility.

Qualifications

• Education: Must possess a Bachelor's degree or equivalent skills and work experience.
• Licensing: Required state life and health licenses along with SIE, Series 7, and Series 66.
• Work Authorization: Must be authorized to work in the United States.

Responsibilities

• Engage and maintain client relationships through active networking and progress tracking.
• Develop tailored financial strategies based on client objectives and risk tolerance.
• Provide consultation on financial products and services.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Excellent Communication Skills

Collaboration

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licenses (SIE, Series 7, Series 66)

Job description

A leading financial services firm in Las Vegas seeks motivated individuals to build client relationships and provide tailored financial strategies. Ideal candidates should possess a Bachelor's degree and relevant licenses. The position offers comprehensive training, including mentorship and development opportunities. Join us to impact lives positively while thriving in a supportive work environment committed to social responsibility.