Wealth Advisor Trainee — Licensing + Mentorship

Equitable Advisors; Philadelphia (Philadelphia County); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Commissions and Bonus

Biweekly pay

Health, dental and vision insurance

401(k) matching

ESPP

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking talented financial professionals to build lasting client relationships through networking and portfolio management. You will develop personalized financial strategies, discuss tailored products, and deliver guidance with integrity in an in-office setting.

The program supports FINRA licensing, a 120‑day hands-on training period, and mentorship. Biweekly pay, commissions, and a broad benefits program help you grow a long‑term wealth management career.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self‑confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.

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' unique situations.
• In-office presence required to engage with clients and teammates.
• Maintain emphasis on work-life balance while delivering value to clients.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking talented financial professionals to build lasting client relationships through networking and portfolio management. You will develop personalized financial strategies, discuss tailored products, and deliver guidance with integrity in an in-office setting.

The program supports FINRA licensing, a 120‑day hands-on training period, and mentorship. Biweekly pay, commissions, and a broad benefits program help you grow a long‑term wealth management career.