Wealth Advisor Trainee: Licensing & Mentorship

equitable; Raleigh (NC); Sur place; USD 65 000 - 110 000; Plein temps

Avantages offerts par ce poste

Sign-On Payment

Stable Pay

Commissions & Bonus

Benefits Package

ESPP

Transportation Reimbursement

Résumé du poste

Equitable Advisors in Raleigh, NC seeks a licensed financial professional to build client relationships and manage portfolios. The role requires in-office presence and a dedication to helping clients achieve financial goals.

You'll develop personalized financial strategies, discuss suitable products, and collaborate with top performers. Training includes FINRA licensing sponsorship and a 120-day hands-on program, with biweekly pay and eligibility for commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensed: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to collaborate with top performers.

Responsabilités

• Engage clients and nurture relationships through networking events and portfolio management.
• Develop financial strategies by understanding objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.

Connaissances

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization

Networking

Formation

Bachelor's degree or equivalent

Description du poste

Equitable Advisors in Raleigh, NC seeks a licensed financial professional to build client relationships and manage portfolios. The role requires in-office presence and a dedication to helping clients achieve financial goals.

You'll develop personalized financial strategies, discuss suitable products, and collaborate with top performers. Training includes FINRA licensing sponsorship and a 120-day hands-on program, with biweekly pay and eligibility for commissions and bonuses.