Wealth Advisor Trainee | Licensing & Mentorship

Equitable Advisors; Maryland; On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Stable pay for up to 24 months

Comprehensive benefits programs

FINRA sponsorship for licensing

Access to continuous learning resources

Mentorship from experienced professionals

Job summary

A financial services firm in Maryland seeks passionate individuals to develop client relationships and provide tailored financial strategies. Candidates should possess a Bachelor's degree or equivalent experience and must be authorized to work in the U.S. The role offers training, mentorship, and a structured path to becoming a wealth manager, including a stable pay structure for the first two years. The firm promotes social impact and inclusivity in its culture.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment.
• Strong self-confidence.

Responsibilities

• Build and nurture client relationships through networking events.
• Devise personalized financial strategies for clients.
• Provide tailored financial products and services.

Skills

Excellent interpersonal and communication abilities

Values-driven

Entrepreneurial spirit

Ability to work collaboratively

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA licensing (SIE, Series 7, Series 66)

Job description

A financial services firm in Maryland seeks passionate individuals to develop client relationships and provide tailored financial strategies. Candidates should possess a Bachelor's degree or equivalent experience and must be authorized to work in the U.S. The role offers training, mentorship, and a structured path to becoming a wealth manager, including a stable pay structure for the first two years. The firm promotes social impact and inclusivity in its culture.