Wealth Advisor Trainee: Licensing & Mentorship

Equitable Advisors; Alabama; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits including health, dental, and vision

401(k) plan

Employee Stock Purchase Plan

Commission and bonuses

FINRA Sponsorship for licensing

Stable biweekly pay

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Mobile, Alabama. This role involves building and nurturing client relationships, developing personalized financial strategies, and discussing tailored financial products. A bachelor's degree and authorisation to work in the United States are required. The position offers flexible schedules and comprehensive training programs to support career development in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Devise personalized financial strategies offering clear recommendations.
• Discuss financial products and services tailored to clients' situations.

Job description

Equitable Advisors is seeking a Wealth Management Associate in Mobile, Alabama. This role involves building and nurturing client relationships, developing personalized financial strategies, and discussing tailored financial products. A bachelor's degree and authorisation to work in the United States are required. The position offers flexible schedules and comprehensive training programs to support career development in wealth management.