Wealth Advisor Trainee — Licensing & Mentorship

Equitable Advisors; Roanoke (VA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

401(k) Plan

ESPP

Disability insurance

Life insurance

Transportation Reimbursement Program

Job summary

Equitable Advisors in Roanoke, VA seeks Entry Level Wealth Manager to build client relationships and manage portfolios. In-office role with licensing support, onboarding through FINRA sponsorship, and a structured training path.

You will develop financial strategies aligned with client objectives, discuss product solutions, and grow with mentorship and formal training programs. This position emphasizes client service, integrity, and long-term advisory development.

Qualifications

• Bachelor's degree or equivalent skills and work experience
• State Life & Health licensing, SIE, Series 7, Series 66
• 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
• Must be authorized to work in the United States

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Skills

Client engagement

Financial strategy

Communication

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors in Roanoke, VA seeks Entry Level Wealth Manager to build client relationships and manage portfolios. In-office role with licensing support, onboarding through FINRA sponsorship, and a structured training path.

You will develop financial strategies aligned with client objectives, discuss product solutions, and grow with mentorship and formal training programs. This position emphasizes client service, integrity, and long-term advisory development.