Wealth Advisor Trainee — Licensing & Mentorship

Equitable Advisors; Franklin (TN); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

ESPP

Disability insurance

Life Insurance

TRIP

Job summary

Equitable Advisors seeks a Financial Professional to engage clients, develop financial strategies, and consult on products in an in-office Nashville setting. Role emphasizes relationship-building, regulatory licensing, and mentorship under experienced leaders.

The position supports ongoing training via FINRA sponsorship, a 120-day onboarding period, and access to the company’s virtual university, with biweekly pay and potential commissions/bonuses. Comprehensive benefits are provided.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Excellent communication and interpersonal abilities.

Responsibilities

• Client engagement: build and nurture client relationships through networking events and portfolio management.
• Financial strategy development: tailor strategies to clients' objectives and risk tolerance.
• Product and service consultation: discuss financial products suited to clients' needs.
• Location: in-office presence required.
• Work-life balance: flexible schedule to maximize productivity and personal time.

Skills

Bachelor's degree

State Life & Health

SIE

Series 7

Series 66

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a Financial Professional to engage clients, develop financial strategies, and consult on products in an in-office Nashville setting. Role emphasizes relationship-building, regulatory licensing, and mentorship under experienced leaders.

The position supports ongoing training via FINRA sponsorship, a 120-day onboarding period, and access to the company’s virtual university, with biweekly pay and potential commissions/bonuses. Comprehensive benefits are provided.