Wealth Advisor Trainee

Equitable Advisors; Maryland; On-site; USD 32,850 - 40,150; Full time

Benefits offered by this job

Comprehensive benefits programs (health, dental, vision)

401(k)

Employee Stock Purchase Plan

Job summary

A leading financial services firm located in Maryland is seeking dedicated individuals to build client relationships and develop personalized financial strategies. Candidates should possess a bachelor's degree and excellent communication skills. The position offers hands-on training, professional development opportunities, and a structured compensation model, including a stable pay for the first 24 months. Join us to make a difference in the lives of clients and contribute to a culture of inclusivity and community engagement.

Qualifications

• Must be authorized to work in the United States.
• Excellent communication skills and self-confidence are essential.
• Must have personal attributes such as a values-driven mindset.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients’ financial objectives to create personalized strategies.
• Consult on financial products tailored to clients' needs.

Skills

Excellent interpersonal and communication abilities

Values-driven with a track record of success

Entrepreneurial spirit

Ability to work collaboratively

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA Licenses (SIE, Series 7, Series 66)

Job description

A leading financial services firm located in Maryland is seeking dedicated individuals to build client relationships and develop personalized financial strategies. Candidates should possess a bachelor's degree and excellent communication skills. The position offers hands-on training, professional development opportunities, and a structured compensation model, including a stable pay for the first 24 months. Join us to make a difference in the lives of clients and contribute to a culture of inclusivity and community engagement.