Wealth Management Advisor | Licensing & Mentorship

equitable; Columbus (OH); On-site; USD 32,000 - 60,000; Full time

Benefits offered by this job

Health, dental, vision

401(k)

ESPP

Disability

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors is committed to helping individuals and families reach their financial goals through a structured path to becoming a wealth manager, with licensing and employment opportunities. In-office presence is required, and sponsors FINRA licensing via a comprehensive training program.

A 120‑day hands-on Pre-employment Training (PEP) and access to Virtual University support ongoing growth. After PEP, financial professionals receive stable biweekly pay for up to 24 months and may earn

Qualifications

• Minimum Bachelor's degree or equivalent work experience.
• Licensing requirements include Life & Health, SIE, Series 7, and Series 66.
• Strong communication and relationship-building abilities.
• Entrepreneurial mindset with a drive to help clients succeed.

Responsibilities

• Develop and nurture client relationships through networking and portfolio guidance.
• Understand client objectives and risk tolerance to tailor strategies.
• Discuss products and services aligned with client needs and goals.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors is committed to helping individuals and families reach their financial goals through a structured path to becoming a wealth manager, with licensing and employment opportunities. In-office presence is required, and sponsors FINRA licensing via a comprehensive training program.

A 120‑day hands-on Pre-employment Training (PEP) and access to Virtual University support ongoing growth. After PEP, financial professionals receive stable biweekly pay for up to 24 months and may earn