Wealth Advisor Trainee: Licensing & Growth Path

Equitable Advisors

Las Vegas (NV)

On-site

USD 70,000 - 100,000

Full time

6 days ago

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Benefits offered by this job

Comprehensive benefits package

401(k)

ESPP

Transportation Reimbursement Program

Job summary

Equitable Advisors in Las Vegas is seeking a Financial Services Professional to build client relationships, develop personalized financial strategies, and consult on products and services. The role requires licensing and a strong client-focus, with in-office work and a balance between productivity and personal time.

Education includes a Bachelor's degree or equivalent, and licensing for Life & Health, SIE, Series 7, and Series 66.

Qualifications

Education: Bachelor's degree or equivalent work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
Personal Attributes: values-driven with a track record of success and accomplishment.
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
Collaboration: ability to work with and learn from 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, ensure consistent communication and progress tracking.
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time