Wealth Advisor Trainee — In-Office, Licensing Ready

Equitable Advisors; Roanoke (VA); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Program

Job summary

Equitable Advisors currently seeks a Financial Professional to join our Roanoke/Lynchburg office. The role focuses on building client relationships, developing tailored financial strategies, and recommending suitable products and services.

The position requires in-office presence and a drive to balance professional and personal life. Ideal candidates hold bachelor’s degree (or equivalent) and FINRA licenses (SIE, Series 7, 66) with a values-driven, entrepreneurial mindset.

Qualifications

• 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 Skills: 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

• 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.

Skills

Licensing: Series 7/66

Life & Health licensing

SIE

Communication skills

Entrepreneurial mindset

Collaboration

US work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors currently seeks a Financial Professional to join our Roanoke/Lynchburg office. The role focuses on building client relationships, developing tailored financial strategies, and recommending suitable products and services.

The position requires in-office presence and a drive to balance professional and personal life. Ideal candidates hold bachelor’s degree (or equivalent) and FINRA licenses (SIE, Series 7, 66) with a values-driven, entrepreneurial mindset.