Wealth Advisor Trainee: Structured Training & Licensing

Equitable Advisors; Honolulu (HI); On-site; USD 41,000 - 65,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Stable pay

Commissions & bonus

Benefits package

Job summary

Equitable Advisors is seeking a motivated professional to join its wealth management pathway in Honolulu. You will engage clients, manage portfolios, and develop financial strategies aligned with client objectives while pursuing required licenses.

The program offers FINRA sponsorship, a comprehensive training period, virtual university access, mentorship, and leadership development to foster career growth in wealth management.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing required or pursued (Life & Health, SIE, Series 7, 66).
• Strong communication and relationship-building skills.
• Entrepreneurial mindset with client-first approach.

Responsibilities

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

Skills

Client engagement

Licensing: Life & Health

Licensing: SIE

Licensing: Series 7

Licensing: Series 66

Communication skills

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a motivated professional to join its wealth management pathway in Honolulu. You will engage clients, manage portfolios, and develop financial strategies aligned with client objectives while pursuing required licenses.

The program offers FINRA sponsorship, a comprehensive training period, virtual university access, mentorship, and leadership development to foster career growth in wealth management.