Wealth Advisor Trainee: FINRA Licensing & Mentorship

Equitable Advisors; Jacksonville (FL); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

Comprehensive benefits package

Biweekly pay

Professional growth opportunities

Job summary

Equitable Advisors is recruiting for a wealth management client adviser role in Jacksonville, FL, focused on building client relationships and delivering tailored financial strategies. The role involves portfolio management, product consultation, and collaboration with senior professionals.

In-office work is required, with a clear path to licensing and ongoing professional development. Ideal candidates hold a Bachelor’s degree or equivalent, and possess FINRA licenses (State Life & Health, SIE,

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with a client-focused approach.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies aligned to client objectives and risk tolerance.
• Discuss financial products and services tailored to clients' unique situations.
• Occasional in-office collaboration and mentorship to drive client outcomes.

Skills

Client Engagement

Financial Strategy

Portfolio Management

Relationship Building

Sales & Advisory

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is recruiting for a wealth management client adviser role in Jacksonville, FL, focused on building client relationships and delivering tailored financial strategies. The role involves portfolio management, product consultation, and collaboration with senior professionals.

In-office work is required, with a clear path to licensing and ongoing professional development. Ideal candidates hold a Bachelor’s degree or equivalent, and possess FINRA licenses (State Life & Health, SIE,