Wealth Management Advisor - FINRA Licensing + Growth Path

Equitable Advisors; Louisville (KY); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

FINRA Sponsorship

Biweekly pay

Commissions & bonus

Comprehensive benefits

ESPP

Transportation Reimbursement Program

Job summary

Equitable Advisors seeks motivated professionals to become wealth managers through licensing and employment. You will engage with clients, develop personalized financial strategies, and discuss products, while benefiting from FINRA sponsorship and a structured training path.

Training spans a Preliminary Employment Period with mentorship, a biweekly pay model plus potential commissions, and comprehensive benefits. An in-office role requires Kentucky residency and work authorization.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: Life & Health, SIE, Series 7, Series 66P required.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required to engage with clients and teams.

Skills

Client engagement

Relationship building

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

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

Job description

Equitable Advisors seeks motivated professionals to become wealth managers through licensing and employment. You will engage with clients, develop personalized financial strategies, and discuss products, while benefiting from FINRA sponsorship and a structured training path.

Training spans a Preliminary Employment Period with mentorship, a biweekly pay model plus potential commissions, and comprehensive benefits. An in-office role requires Kentucky residency and work authorization.