Wealth Advisor Trainee – FINRA Licensed Path

Equitable Advisors; Deerfield (IL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day Training

Virtual University

Mentorship

Personalized Coaching

Leadership Development

CFP/ChFC Support

Sign-On Eligibility

Stable Pay

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors is seeking a driven financial professional for an in-office wealth management track. You will engage clients, build enduring relationships, and tailor financial plans aligned with risk tolerance and goals.

Through structured training, licensing sponsorship, and mentorship, you will advance toward professional designations while earning stable pay and potential commissions. This role emphasizes collaboration, growth, and making a meaningful financial impact.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing and securities licenses (SIE, Series 7, Series 66) required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers; work authorization in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Financial Strategy

Communication

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Tools

Licensing: Life & Health

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking a driven financial professional for an in-office wealth management track. You will engage clients, build enduring relationships, and tailor financial plans aligned with risk tolerance and goals.

Through structured training, licensing sponsorship, and mentorship, you will advance toward professional designations while earning stable pay and potential commissions. This role emphasizes collaboration, growth, and making a meaningful financial impact.