Wealth Advisor Trainee — FINRA Licensing Path

Equitable Advisors; Roanoke (VA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, Vision

401(k)

ESPP

TRIP

Job summary

Equitable Advisors Roanoke is seeking a Wealth Management Associate to engage clients, develop financial strategies, and discuss tailored products in an in-office setting. You will build relationships through networking, support licensing through FINRA sponsorship, and advance toward CFP/ChFC designations while enjoying a structured training program and clear career path.

This role emphasizes an entrepreneurial mindset, collaboration with top performers, and a commitment to work-life balance

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success and accomplishment.
• Communication: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Financial strategy

Communication

Entrepreneurial mindset

Education

Bachelor's degree

Tools

FINRA Licensing

Job description

Equitable Advisors Roanoke is seeking a Wealth Management Associate to engage clients, develop financial strategies, and discuss tailored products in an in-office setting. You will build relationships through networking, support licensing through FINRA sponsorship, and advance toward CFP/ChFC designations while enjoying a structured training program and clear career path.

This role emphasizes an entrepreneurial mindset, collaboration with top performers, and a commitment to work-life balance