Wealth Management Advisor - Growth & Licensing Path

equitable; Cleveland (OH); On-site; USD 24,000 - 60,000; Full time

Benefits offered by this job

Health, dental and vision

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement

Job summary

Equitable Advisors seeks talented financial professionals to engage clients, build trust, and guide personalized wealth strategies from an in-office base. The role emphasizes relationship building, regulatory licensing, and ongoing professional development.

You will participate in FINRA licensing sponsorship, a 120-day training period, and access to Virtual University and mentorship programs to grow toward CFP® and related credentials. An entrepreneurial mindset helps drive client success.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success and accomplishment
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

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.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors seeks talented financial professionals to engage clients, build trust, and guide personalized wealth strategies from an in-office base. The role emphasizes relationship building, regulatory licensing, and ongoing professional development.

You will participate in FINRA licensing sponsorship, a 120-day training period, and access to Virtual University and mentorship programs to grow toward CFP® and related credentials. An entrepreneurial mindset helps drive client success.