Wealth Advisor Trainee: Licensing & Mentorship

Equitable Advisors; Columbia (MD); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

FINRA sponsorship

Comprehensive training

Mentorship & leadership development

Career designations support

Job summary

Equitable Advisors in Columbia, MD is seeking a Financial Services Professional to build client relationships, develop personalized financial strategies, and discuss suitable products and services. The role requires in-office presence and licensing support to advance toward wealth management.

You will receive comprehensive training, FINRA sponsorship for required licenses, and mentorship with leadership development opportunities while pursuing CFP, ChFC, and an internal Credentialed Holistic

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required.

Skills

Communication

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Team collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Columbia, MD is seeking a Financial Services Professional to build client relationships, develop personalized financial strategies, and discuss suitable products and services. The role requires in-office presence and licensing support to advance toward wealth management.

You will receive comprehensive training, FINRA sponsorship for required licenses, and mentorship with leadership development opportunities while pursuing CFP, ChFC, and an internal Credentialed Holistic