Wealth Advisor Trainee — Licensing & Mentorship Path

Equitable Advisors; Town of Montana (WI); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Sign-On Payment

Biweekly pay

Commissions and Bonus

Health, dental and vision

401(k) + ESPP

Disability insurance

Life Insurance

TRIP transportation reimbursement

Job summary

Equitable Advisors in the United States is seeking motivated financial professionals to build relationships, develop personalized financial strategies, and advise clients on appropriate products and services. This role requires in-office presence and a proactive approach to networking and client service.

You will access FINRA sponsorship, participate in a 120-day training, and benefit from biweekly pay, commissions and bonus, plus comprehensive benefits including health, dental and vision,

Qualifications

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

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies aligned with client objectives and risk tolerance.
• Discuss financial products and services tailored to clients' situations.

Skills

Client engagement

Networking

Communication

Entrepreneurial mindset

Relationship building

Work authorization (US)

Education

Bachelor's degree or equivalent

Tools

Licensing: Life & Health, SIE, Series 7, 66

Job description

Equitable Advisors in the United States is seeking motivated financial professionals to build relationships, develop personalized financial strategies, and advise clients on appropriate products and services. This role requires in-office presence and a proactive approach to networking and client service.

You will access FINRA sponsorship, participate in a 120-day training, and benefit from biweekly pay, commissions and bonus, plus comprehensive benefits including health, dental and vision,