Wealth Advisor Trainee – Licensing & Growth Path

Equitable Advisors; Franklin (TN); On-site; USD 65,000 - 86,000; Full time

Benefits offered by this job

FINRA sponsorship

Biweekly pay

Commissions and bonus

Comprehensive benefits package

401(k) and ESPP

Job summary

Equitable Advisors in Franklin, TN seeks a Financial Professional to help clients achieve their financial goals through engagement, strategy, and tailored guidance. In-office presence is required.

You will participate in licensing training (FINRA) with sponsorship, join a mentorship network, and develop through FINRA licensing and CFP paths.

This role offers biweekly pay, commissions and bonuses, and a comprehensive benefits package as you build relationships with clients nationwide.

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 spirit with a desire to positively impact others' lives.
• Ability to collaborate with top performers.
• Work authorization: must be authorized to work in the United States.

Responsibilities

• Client engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial strategy development: Understand clients' objectives and risk tolerance to devise personalized strategies.
• Product and service consultation: Discuss financial products and services tailored to clients' situations.
• Location: In-office presence required.
• Work-life balance: Flexible schedule to maximize productivity and personal time.

Skills

Client relations

Communication

Entrepreneurial mindset

Team collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Franklin, TN seeks a Financial Professional to help clients achieve their financial goals through engagement, strategy, and tailored guidance. In-office presence is required.

You will participate in licensing training (FINRA) with sponsorship, join a mentorship network, and develop through FINRA licensing and CFP paths.

This role offers biweekly pay, commissions and bonuses, and a comprehensive benefits package as you build relationships with clients nationwide.