Wealth Advisor Trainee: Licensing, Mentorship & Growth

Equitable Advisors; Charlotte (NC); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

FINRA sponsorship

Biweekly pay

Commissions and bonus

Comprehensive benefits

401(k); ESPP

Transportation Reimbursement Program

Résumé du poste

Equitable Advisors seeks a Financial Professional in Charlotte, NC to build client relationships, develop tailored financial strategies, and discuss suitable products and services. This in-office role emphasizes a strong licensing path and mentorship through FINRA sponsorship.

You will work with a culture focused on positive client outcomes, teamwork, and ongoing professional development, including the potential for CFP/ChFC pursuit and career growth.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 as part of licensing path.
• Values-driven with a track record of success and achievement.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Authorized to work in the United States.

Responsabilités

• Engage clients and nurture relationships through networking events and portfolio management.
• Develop personalized financial strategies based on objectives and risk tolerance.
• Discuss and tailor financial products and services to clients' needs.
• In-office presence required to collaborate with the team.

Connaissances

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Formation

Bachelor's degree or equivalent

State Life & Health licensing

SIE

Series 7

Series 66

Description du poste

Equitable Advisors seeks a Financial Professional in Charlotte, NC to build client relationships, develop tailored financial strategies, and discuss suitable products and services. This in-office role emphasizes a strong licensing path and mentorship through FINRA sponsorship.

You will work with a culture focused on positive client outcomes, teamwork, and ongoing professional development, including the potential for CFP/ChFC pursuit and career growth.