Wealth Advisor Trainee — Licensing Included

Equitable Advisors; Cleveland (OH); Presencial; USD 25 000 - 30 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Program

Resumo da oferta

Equitable Advisors is actively seeking individuals to join a structured pathway to becoming a wealth manager. The role emphasizes client engagement, portfolio management, and delivering personalized financial guidance within an in-office setting.

You will develop strategic financial plans, discuss suitable products, and work with top performers while advancing through FINRA licensing and comprehensive training programs. A flexible schedule supports personal time and work-life balance.

Qualificações

• Bachelor's degree or equivalent skills and work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• 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 work with and learn from top performers.
• Must be authorized to work in the United States.

Responsabilidades

• 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

Conhecimentos

Communication skills

Self-confidence

Entrepreneurial spirit

Values-driven

Collaboration

Work authorization

Formação académica

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

Descrição da oferta de emprego

Equitable Advisors is actively seeking individuals to join a structured pathway to becoming a wealth manager. The role emphasizes client engagement, portfolio management, and delivering personalized financial guidance within an in-office setting.

You will develop strategic financial plans, discuss suitable products, and work with top performers while advancing through FINRA licensing and comprehensive training programs. A flexible schedule supports personal time and work-life balance.