Wealth Advisor Trainee – In-Office, Ft. Lauderdale

Equitable Advisors; Fort Lauderdale (FL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day training program

Biweekly pay

Comprehensive benefits

Job summary

Equitable Advisors is recruiting a Financial Professional to join our Ft. Lauderdale team. The role focuses on building lasting client relationships, crafting personalized financial plans, and guiding clients through investment options and retirement strategies.

You will engage with local clients in-office, coordinate with senior advisors, and participate in ongoing licensing and training programs to advance your wealth management career within the Equitable network.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing requirements include Life/Health, SIE, Series 7, Series 66.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Consult on tailored financial products and services for clients.
• Collaborate with top performers in an in-office environment.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is recruiting a Financial Professional to join our Ft. Lauderdale team. The role focuses on building lasting client relationships, crafting personalized financial plans, and guiding clients through investment options and retirement strategies.

You will engage with local clients in-office, coordinate with senior advisors, and participate in ongoing licensing and training programs to advance your wealth management career within the Equitable network.