Wealth Advisor Trainee – Licensed & Growth Path

Equitable Advisors; San Jose (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship & Leadership Development

CFP/ChFC and Equitable Credentialed HC

Job summary

Equitable Advisors is dedicated to helping individuals and families achieve financial wellness through a structured path to becoming a wealth manager, including licensing and employment.

The role highlights client engagement, financial strategy development, and product/service consultation with an in-office presence. Training includes FINRA sponsorship and a comprehensive 120-day program, with mentorship and professional growth opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Must be authorized to work in the United States.

Responsibilities

• Engage with clients and nurture relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required; manage client communications and progress tracking.

Skills

Client relationship management

Communication skills

Interpersonal skills

Entrepreneurial mindset

Work Authorization in the UnitedStates

Education

Bachelor's degree or equivalent work experience

State Life & Health licensing

SIE

Series 7

Series 66

Tools

FINRA Licensing

Job description

Equitable Advisors is dedicated to helping individuals and families achieve financial wellness through a structured path to becoming a wealth manager, including licensing and employment.

The role highlights client engagement, financial strategy development, and product/service consultation with an in-office presence. Training includes FINRA sponsorship and a comprehensive 120-day program, with mentorship and professional growth opportunities.