Wealth Management Career: Licensing & Training Path

Equitable Advisors; Columbia (MD); On-site; USD 36,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Training and mentoring opportunities

Commission and bonus eligibility

Job summary

A financial services firm is seeking a Regional Vice President & Retirement Planning Specialist. You'll engage with clients to develop personalized financial strategies, requiring a bachelor's degree and various financial licenses. The role emphasizes client relationship management and comes with a structured path to becoming a wealth manager. This position offers a full-time, entry-level opportunity in Columbia, Maryland with comprehensive benefits and training.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment.
• Strong self-confidence.

Responsibilities

• Build and manage client relationships.
• Develop personalized financial strategies.
• Consult on tailored financial products.

Skills

Excellent interpersonal and communication abilities

Entrepreneurial spirit

Values-driven

Collaboration with top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

SIE License

Series 7 License

Series 66 License

Job description

A financial services firm is seeking a Regional Vice President & Retirement Planning Specialist. You'll engage with clients to develop personalized financial strategies, requiring a bachelor's degree and various financial licenses. The role emphasizes client relationship management and comes with a structured path to becoming a wealth manager. This position offers a full-time, entry-level opportunity in Columbia, Maryland with comprehensive benefits and training.