Wealth Advisor Trainee: Licensing & Growth

Equitable Advisors; Columbia (MD); On-site; USD 32,850 - 40,150; Full time

Benefits offered by this job

Stable pay during training

Health, dental, and vision benefits

401(k) with company match

Employee Stock Purchase Plan

Job summary

A financial services company in Maryland is seeking an entry-level wealth manager. The role involves building client relationships, developing personalized financial strategies, and providing product consultations. Successful candidates will earn required FINRA licensing and access continuous learning opportunities. Benefits include stable pay and comprehensive programs for personal and professional growth, such as health and retirement plans along with performance bonuses.

Qualifications

• Must have a Bachelor's degree or equivalent skills and work experience.
• Required state life and health licenses.
• Excellent communication and interpersonal skills.

Responsibilities

• Build and nurture relationships with clients.
• Develop personalized financial strategies.
• Consult on financial products and services.

Skills

Client Engagement

Financial Strategy Development

Communication Skills

Collaboration

Entrepreneurial mindset

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licensing

Job description

A financial services company in Maryland is seeking an entry-level wealth manager. The role involves building client relationships, developing personalized financial strategies, and providing product consultations. Successful candidates will earn required FINRA licensing and access continuous learning opportunities. Benefits include stable pay and comprehensive programs for personal and professional growth, such as health and retirement plans along with performance bonuses.