Wealth Advisor Trainee — Licensing & Mentorship

equitable; Austin (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Equitable Advisors is a national financial services firm focused on helping clients achieve meaningful financial wellness. The role emphasizes building client relationships, developing personalized financial strategies, and advising on a range of financial products and services.

In this in-office position, you will engage with clients, pursue licensing requirements, and participate in training programs designed to support career growth in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• 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 mindset 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.

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.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

FINRA licenses: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is a national financial services firm focused on helping clients achieve meaningful financial wellness. The role emphasizes building client relationships, developing personalized financial strategies, and advising on a range of financial products and services.

In this in-office position, you will engage with clients, pursue licensing requirements, and participate in training programs designed to support career growth in wealth management.