Wealth Advisor Trainee (License Path)

equitable; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

120-day PEP training

Virtual University

Mentorship

Leadership development

Professional growth guidance

Job summary

Equitable Advisors is actively seeking financial professionals to engage clients, develop personalized financial strategies, and consult on a range of products and services. The role includes licensing sponsorship and structured development within a firm focused on wealth management.

The position requires an in-office presence in the United States and a drive to help individuals reach their financial goals, with mentorship and growth opportunities available.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset 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.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence is required.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree or equivalent

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

Equitable Advisors is actively seeking financial professionals to engage clients, develop personalized financial strategies, and consult on a range of products and services. The role includes licensing sponsorship and structured development within a firm focused on wealth management.

The position requires an in-office presence in the United States and a drive to help individuals reach their financial goals, with mentorship and growth opportunities available.