Wealth Advisor Trainee: Licensing, Mentorship & Growth

Equitable Advisors; Richmond (VA); On-site; USD 37,000 - 75,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship program

Leadership development

Support for CFP/ChFC designations

Commissions and bonus potential

Job summary

Equitable Advisors is seeking a Financial Services Professional in VA (Richmond/Falls Church) to build client relationships, craft personalized financial strategies, and discuss tailored financial products. This in-office role emphasizes licensing, training, and professional growth within a supportive wealth-management environment.

The position offers FINRA sponsorship, a 120-day hands-on training program, virtual university access, mentorship, and paths toward CFP/ChFC designations, with stable

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with desire to impact others.
• Collaborative and able to 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, ensuring consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and provide clear recommendations.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Financial strategy development

Product and service consultation

Licensing: Series 7, 66, SIE, Life &  

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking a Financial Services Professional in VA (Richmond/Falls Church) to build client relationships, craft personalized financial strategies, and discuss tailored financial products. This in-office role emphasizes licensing, training, and professional growth within a supportive wealth-management environment.

The position offers FINRA sponsorship, a 120-day hands-on training program, virtual university access, mentorship, and paths toward CFP/ChFC designations, with stable