Wealth Advisor Trainee: Flexible Schedule & Impact

Equitable Advisors; Scottsdale (AZ); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits programs

401(k) and Employee Stock Purchase Plan

Health, dental, and vision insurance

Transportation Reimbursement Incentive Program

Job summary

Equitable Advisors in Scottsdale, Arizona, is looking for individuals who want to make a positive impact while carving their unique career paths. The role offers flexibility to design your work-life balance and includes comprehensive professional development to becoming a wealth manager.

Join a culture committed to community service and empowering individuals to achieve financial wellness. Candidates should have a Bachelor's degree and relevant licenses, with strong communication and collaborative skills. Opportunities for mentorship and leadership development await.

Qualifications

• Education requirement includes Bachelor's degree or equivalent skills and experience.
• Candidates must have necessary State Life & Health and FINRA licenses.
• Demonstrated success and a values-driven mindset are essential.

Responsibilities

• Cultivating and expanding networks within established markets.
• Educating clients on diverse financial products.
• Analyzing and organizing client data.

Skills

Communication Skills

Collaboration

Values-driven

Entrepreneurial mindset

Education

Bachelor's degree or equivalent experience

Tools

State Life & Health License

FINRA licenses (SIE, Series 7, Series 66)

Job description

Equitable Advisors in Scottsdale, Arizona, is looking for individuals who want to make a positive impact while carving their unique career paths. The role offers flexibility to design your work-life balance and includes comprehensive professional development to becoming a wealth manager.

Join a culture committed to community service and empowering individuals to achieve financial wellness. Candidates should have a Bachelor's degree and relevant licenses, with strong communication and collaborative skills. Opportunities for mentorship and leadership development await.