Wealth Management Advisor - OH, Columbus (2538)

Equitable Advisors; Columbus (OH); On-site; USD 24,795 - 30,305; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible schedule

Commissions and bonuses

Job summary

A financial services company in Columbus, Ohio is seeking a Wealth Management Advisor to help clients with financial strategy and product consultation. This entry-level, full-time position emphasizes client engagement, financial development, and ongoing training. Candidates should possess excellent communication skills and a bachelor's degree. The company offers robust training, a stable pay of $27,550 annually, and various benefits, promoting a diverse and inclusive culture.

Qualifications

• Must have a bachelor's degree or equivalent.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities required.

Responsibilities

• Build and nurture client relationships.
• Understand clients' financial objectives and risk tolerance.
• Discuss tailored financial products and services.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor’s degree or equivalent

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

Wealth Management Advisor - OH, Columbus (2538)

Join Equitable Advisors to become a wealth manager in Ohio, Columbus. This role is a full‑time entry level position focused on client engagement, financial strategy development, product consultation, and ongoing training to advance your career.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events, portfolio management, consistent communication, and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance and devise personalized strategies.
• Product & Service Consultation: Discuss tailored financial products and services.
• Location: In‑office presence required.
• Work‑Life Balance: Flexible schedule to maximize productivity and personal time.

Skills & Experience

• Education: Bachelor’s degree or equivalent.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: Values‑driven with a track record of success.
• Communication Skills: Excellent interpersonal and communication abilities with strong self‑confidence.
• Mindset: Entrepreneurial spirit with a desire to positively impact others.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Training & Development

• FINRA Sponsorship for required licenses.
• 120‑day hands‑on training (PEP).
• Virtual University for continuous learning.
• Mentorship and personalized coaching with a local Vice President.
• Leadership Development School for management‑ambitious professionals.
• Professional growth: Pursue CFP®, ChFC, or Equitable’s Credentialed Holistic Financial Coach program.

Compensation & Benefits

• Sign‑on Payment Eligibility: $250–$1,000 after PEP completion.
• Stable Pay: $27,550 annually, biweekly, for up to 24 months after becoming a 20th Edition professional.
• Commissions & Bonuses: Eligible to earn commissions and bonuses beyond stable pay.
• Benefits Eligibility: Health, dental, vision, 401(k), ESPP, disability, life insurance, transportation reimbursement (TRIP), and other programs subject to terms and conditions.

Our Impact & Culture

Equitable Advisors commits to making a difference in people’s lives and communities. We value diversity and inclusivity and offer wellness programs and employee resource groups. Participate in initiatives like “1,000 Hours of Giving Back” and “Equitable Excellence.”

Primary Location

United States – Ohio, Columbus

Organization

Equitable Advisors

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

Equitable Advisors, LLC, member FINRA, SIPC, etc., is an equal opportunity employer. M/F/D/V.