Wealth Advisor Trainee: FINRA Licensing & Mentorship

Equitable Advisors; Tucson (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Tucson, AZ, is seeking a Financial Services Professional to build lasting client relationships, devise personalized financial strategies, and consult on products and services. The position requires in-office presence and offers a structured path through licensing and ongoing training.

You will participate in a comprehensive program including FINRA sponsorship, a 120-day hands-on training period, and access to virtual university for continuous learning.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• 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.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Tools

Licensing: Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors in Tucson, AZ, is seeking a Financial Services Professional to build lasting client relationships, devise personalized financial strategies, and consult on products and services. The position requires in-office presence and offers a structured path through licensing and ongoing training.

You will participate in a comprehensive program including FINRA sponsorship, a 120-day hands-on training period, and access to virtual university for continuous learning.