Wealth Management Associate: Licensing & Training

Equitable Advisors; Franklin (TN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day hands-on training (PEP)

Virtual University access

Mentorship

Leadership Development School

Professional designations support (CFP

CFP, ChFC and Holistic Financial Coach

Job summary

Equitable Advisors is seeking motivated individuals to begin a structured path to becoming a wealth manager through licensing and employment, with strong emphasis on client engagement and personalized financial strategies.

Role includes in-office presence, comprehensive training, FINRA sponsorship, mentorship, and opportunities for professional designation and career growth within a diverse, supportive culture.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

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

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Collaboration

Entrepreneurial mindset

Work authorization

Education

Bachelor's degree or equivalent

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking motivated individuals to begin a structured path to becoming a wealth manager through licensing and employment, with strong emphasis on client engagement and personalized financial strategies.

Role includes in-office presence, comprehensive training, FINRA sponsorship, mentorship, and opportunities for professional designation and career growth within a diverse, supportive culture.