Wealth Advisor Trainee — License Path & Mentorship

Equitable Advisors; Richmond, Northern (VA, KY); Hybrid; USD 31,000 - 42,000; Full time

Job summary

Equitable Advisors seeks a Financial Services Professional in the Richmond, VA region to build and nurture client relationships, develop personalized financial strategies, and consult on products and services tailored to clients’ needs.

The role requires in-office presence, a bachelor’s degree or equivalent experience, and licensing such as Life/Health, SIE, Series 7 and 66. A values-driven, entrepreneurial mindset with strong communication and collaboration skills is essential.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Authorized to work in the United States.

Responsibilities

• Engage clients and build relationships through networking events and portfolio management.
• Develop financial strategies by understanding client objectives and risk tolerance.
• Consult on financial products and services tailored to clients' needs.
• In-office presence is required.
• Maintain a balance between work and personal time.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Self-confidence

Client relationship skills

Education

Bachelor's degree or equivalent skills and work experience

Licensing: Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors seeks a Financial Services Professional in the Richmond, VA region to build and nurture client relationships, develop personalized financial strategies, and consult on products and services tailored to clients’ needs.

The role requires in-office presence, a bachelor’s degree or equivalent experience, and licensing such as Life/Health, SIE, Series 7 and 66. A values-driven, entrepreneurial mindset with strong communication and collaboration skills is essential.