Wealth Advisor Trainee — Licensing & Growth Path

Equitable Advisors; Folsom (CA); On-site; USD 39,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Mentorship opportunities

Leadership development resources

Job summary

A financial services firm in California is seeking dedicated individuals to build strong client relationships and develop personalized financial strategies. You will guide clients through tailored financial products, ensuring their financial wellness. Candidates should have a Bachelor's degree, relevant licensing, and excellent communication skills. A commitment to client success and an entrepreneurial spirit are essential. Join a team that supports you with training and mentorship as you grow in the wealth management field.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Must be authorized to work in the United States.
• Entrepreneurial spirit with a desire to positively impact others' lives.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients' financial objectives and devise personalized strategies.
• Discuss financial products tailored to clients’ unique situations.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Excellent interpersonal skills

Communication Skills

Collaboration

Education

Bachelor's degree or equivalent skills

Tools

State Life & Health Licensing

FINRA Series 7 and Series 66 Licenses

Job description

A financial services firm in California is seeking dedicated individuals to build strong client relationships and develop personalized financial strategies. You will guide clients through tailored financial products, ensuring their financial wellness. Candidates should have a Bachelor's degree, relevant licensing, and excellent communication skills. A commitment to client success and an entrepreneurial spirit are essential. Join a team that supports you with training and mentorship as you grow in the wealth management field.