Wealth Management Advisor (Licensing Included) – VA

Equitable Advisors; Richmond (VA); On-site; USD 36,000 - 72,000; Full time

Benefits offered by this job

FINRA Sponsorship

Comprehensive PEP training

Virtual University access

Mentorship programs

Leadership development opportunities

Job summary

Equitable Advisors is recruiting a Financial Services Professional for our VA Richmond/Falls Church region. In this in-office role, you will build client relationships, develop personalized financial strategies, and discuss products and services tailored to client needs.

You will pursue licensing through FINRA, including SIE, Series 7 and 66, with comprehensive training during PEP and ongoing mentorship. A values-driven, entrepreneurial mindset will help you thrive in a collaborative,

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health licenses required; SIE, Series 7, Series 66 licensing needed.

Responsibilities

• Client engagement: build and nurture client relationships through networking events and portfolio management.
• Financial strategy development: understand clients' objectives and risk tolerance to devise personalized plans.
• Product and service consultation: discuss financial products and services suited to clients' situations.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

State Life & Health licensing

SIE license

Series 7 license

Series 66 license

Job description

Equitable Advisors is recruiting a Financial Services Professional for our VA Richmond/Falls Church region. In this in-office role, you will build client relationships, develop personalized financial strategies, and discuss products and services tailored to client needs.

You will pursue licensing through FINRA, including SIE, Series 7 and 66, with comprehensive training during PEP and ongoing mentorship. A values-driven, entrepreneurial mindset will help you thrive in a collaborative,