Wealth Advisor Trainee — In-Office, FINRA Licensing

Equitable Advisors; Columbus (OH); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

FINRA sponsorship

Stable pay during training

Biweekly pay

Health coverage

401(k)

Job summary

Equitable Advisors is a national financial services firm seeking individuals to start a wealth management career through licensing and employment. Trainees will engage clients, develop financial strategies, and consult on products and services, with an emphasis on relationship building and professional growth.

The role emphasizes mandatory in-office work, training through FINRA licensing sponsorship, and a clear progression path from entry to certified financial professional.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• Excellent interpersonal and communication abilities; values-driven and successful track record.
• 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

• Build and nurture client relationships through networking events and portfolio management with consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and provide clear recommendations.
• Discuss financial products and services tailored to clients' needs and situations.
• In-office presence is required to perform duties.
• Flexible schedule to maximize productivity and work-life balance.

Skills

Licensing requirements

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

Job description

Equitable Advisors is a national financial services firm seeking individuals to start a wealth management career through licensing and employment. Trainees will engage clients, develop financial strategies, and consult on products and services, with an emphasis on relationship building and professional growth.

The role emphasizes mandatory in-office work, training through FINRA licensing sponsorship, and a clear progression path from entry to certified financial professional.