Wealth Advisor: Training, Licensing & Client Impact

Equitable Advisors; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental & vision

401(k) plan

Employee Stock Purchase Plan (ESPP)

Life Insurance

Transportation Reimbursement

Commissions & Bonus

Job summary

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S.

supports meaningful financial wellness and provides a structured path to becoming a wealth manager through licensing and employment. This in-office role includes FINRA sponsorship, a 120-day hands-on training, virtual learning, mentorship, leadership development, and comprehensive benefits.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop financial strategies by understanding clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' needs.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S.

supports meaningful financial wellness and provides a structured path to becoming a wealth manager through licensing and employment. This in-office role includes FINRA sponsorship, a 120-day hands-on training, virtual learning, mentorship, leadership development, and comprehensive benefits.