Wealth Management Advisor — Training & Licensing Support

Equitable Advisors; Columbus, Northern (OH, KY); On-site; USD 35,000 - 75,000; Full time

Job summary

Equitable Advisors in Columbus, OH, seeks a Wealth Management Advisor to engage clients, build trust, and manage portfolios. The role requires collaboration with teams to develop tailored financial plans and provide guidance on investment choices.

Office-based position with a focus on client service and growth. The ideal candidate holds a Bachelor's degree, required FINRA licenses, and a proactive attitude toward licensing and professional development.

Qualifications

• Bachelor's degree or equivalent.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and communication abilities.
• Entrepreneurial mindset with client focus.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships and track progress.
• Develop financial strategies aligned with client objectives and risk tolerance.
• Discuss financial products and services tailored to clients.

Skills

Client relationships

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors in Columbus, OH, seeks a Wealth Management Advisor to engage clients, build trust, and manage portfolios. The role requires collaboration with teams to develop tailored financial plans and provide guidance on investment choices.

Office-based position with a focus on client service and growth. The ideal candidate holds a Bachelor's degree, required FINRA licenses, and a proactive attitude toward licensing and professional development.