Wealth Advisor Trainee - Licensing & Mentorship

equitable; San Diego (CA); On-site; USD 39,000 - 65,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training (120 days)

Virtual University

Mentorship

Personalized Coaching

Leadership Development

Professional Growth

Job summary

Equitable Advisors in the United States seeks a licensing-path wealth professional to build client relationships, develop financial strategies, and consult on products and services. The role emphasizes in-person collaboration and a client-focused approach.

You will complete FINRA licensing through our sponsored program, participate in a 120-day training, and have access to Virtual University, mentorship, and Leadership Development opportunities to advance your career in wealth management.

Qualifications

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

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

Job description

Equitable Advisors in the United States seeks a licensing-path wealth professional to build client relationships, develop financial strategies, and consult on products and services. The role emphasizes in-person collaboration and a client-focused approach.

You will complete FINRA licensing through our sponsored program, participate in a 120-day training, and have access to Virtual University, mentorship, and Leadership Development opportunities to advance your career in wealth management.