Wealth Advisor Trainee: Licensing & Mentorship

Equitable Advisors; Hawaii; On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

FINRA Sponsorship

120‑day PEP training

Virtual University access

Mentorship program

Leadership Development School

CFP/ChFC designation support

Sign-On payment eligibility

Job summary

Equitable Advisors is looking for motivated individuals to join its wealth-management training path. You will engage with clients, help develop financial strategies, and discuss services while receiving hands-on instruction and licensing support.

The role emphasizes a structured 120-day PEP program, mentorship, virtual university access, and ongoing professional growth opportunities including CFP/ChFC designations and stock-ownership programs.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven, success-focused.
• Excellent communication and interpersonal abilities with confidence.
• Entrepreneurial mindset and collaboration with top performers.
• Work authorization to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients' objectives and risk to devise personalized strategies.
• Product and Service Consultation: Discuss financial products tailored to clients' situations.

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health

Licensing: SIE

Licensing: Series 7

Licensing: Series 66

Work authorization in the United States

Excellent interpersonal and communication abilities

Entrepreneurial mindset

Collaboration with top performers

Tools

FINRA sponsorship program

Job description

Equitable Advisors is looking for motivated individuals to join its wealth-management training path. You will engage with clients, help develop financial strategies, and discuss services while receiving hands-on instruction and licensing support.

The role emphasizes a structured 120-day PEP program, mentorship, virtual university access, and ongoing professional growth opportunities including CFP/ChFC designations and stock-ownership programs.