Wealth Advisor Trainee | Licensing & Growth Path

Equitable Advisors; Ocala (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Leadership Development opportunities

Mentorship from experienced leaders

Access to Virtual University for continuous learning

Job summary

Equitable Advisors in Ocala, Florida, is looking for dedicated financial professionals to build client relationships and develop personalized financial strategies. You will engage clients through networking events and provide tailored financial insights to meet their objectives.

This role offers extensive training and licensing support, paired with the opportunity to earn commissions and bonuses. We are committed to diversity and creating a positive impact in the community.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success and accomplishment.
• Ability to work with and learn from top performers.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

Entrepreneurial spirit

Collaboration

Education

Bachelor’s degree or equivalent

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

Equitable Advisors in Ocala, Florida, is looking for dedicated financial professionals to build client relationships and develop personalized financial strategies. You will engage clients through networking events and provide tailored financial insights to meet their objectives.

This role offers extensive training and licensing support, paired with the opportunity to earn commissions and bonuses. We are committed to diversity and creating a positive impact in the community.