Wealth Advisor Trainee - FINRA Licensing & Mentorship

Equitable Advisors; Columbus (OH); On-site; USD 24,795 - 30,305; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) plan

Employee Stock Purchase Plan

Job summary

A leading financial advisory firm in Columbus is seeking dedicated individuals to become wealth managers. Responsibilities include building client relationships and devising personalized financial strategies. Candidates should have a Bachelor's degree, strong communication skills, and the ability to work collaboratively. The company offers extensive training, a stable pay structure, and generous benefits including health, dental, and retirement plans. This position promotes social impact and community engagement, making it a fulfilling career choice.

Qualifications

• Excellent interpersonal and communication abilities with strong self-confidence.
• Must be authorized to work in the United States.
• Track record of success and accomplishment.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives and risk tolerance.
• Discuss financial products tailored to clients' unique situations.

Skills

Communication Skills

Entrepreneurial Spirit

Collaboration

Values-driven

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

Series 7 License

Series 66 License

SIE License

Job description

A leading financial advisory firm in Columbus is seeking dedicated individuals to become wealth managers. Responsibilities include building client relationships and devising personalized financial strategies. Candidates should have a Bachelor's degree, strong communication skills, and the ability to work collaboratively. The company offers extensive training, a stable pay structure, and generous benefits including health, dental, and retirement plans. This position promotes social impact and community engagement, making it a fulfilling career choice.