Wealth Advisor Trainee - FINRA Licensing & Mentorship

Equitable Advisors

Wellesley (MA)

On-site

USD 65,000 - 90,000

Full time

6 days ago

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Benefits offered by this job

FINRA sponsorship

120-day PEP training

Virtual University access

Mentorship

Job summary

Equitable Advisors in Wellesley, MA is seeking a Wealth Management Associate to build client relationships, develop financial strategies, and discuss tailored products and services. In-office role with opportunities for growth.

This position includes FINRA licensing sponsorship, a 120-day hands-on training program, and mentorship, with access to Virtual University and leadership development, supporting professional growth toward CFP and related credentials.

Qualifications

Bachelor's degree or equivalent skills and work experience.
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.
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