Wealth Advisor Trainee - FINRA Licensed (NV)

Equitable Advisors; Las Vegas (NV); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Biweekly Pay

Commissions & Bonus

Benefits package

401(k) & ESPP

Transportation Reimbursement

Job summary

Equitable Advisors in Las Vegas, NV is seeking a Financial Services Professional to build client relationships, develop financial strategies, and provide tailored product guidance. In-office presence is required with a focus on balanced work-life integration.

Ideal candidates hold a Bachelor's degree, Life & Health licensing, SIE, Series 7 and Series 66, and demonstrate a track record of success and collaboration.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with desire to impact others' lives.
• Ability to collaborate with top performers and learn.
• Work authorization to work in the United States.

Responsibilities

• Client engagement: build and nurture client relationships through networking and portfolio management.
• Financial strategy development: tailor objectives and risk tolerance into personalized plans.
• Product and service consultation: discuss suitable financial products for clients.
• Location: in-office presence required.
• Work-life balance: flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

SIE

Series 7

Series 66

Job description

Equitable Advisors in Las Vegas, NV is seeking a Financial Services Professional to build client relationships, develop financial strategies, and provide tailored product guidance. In-office presence is required with a focus on balanced work-life integration.

Ideal candidates hold a Bachelor's degree, Life & Health licensing, SIE, Series 7 and Series 66, and demonstrate a track record of success and collaboration.