Wealth Management Trainee - FINRA Licensed

Equitable Advisors; Honolulu (HI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

Stable Pay program

Commissions and Bonus

Health, dental and vision

Job summary

Equitable Advisors is a nationwide financial services network seeking driven professionals to build client relationships, develop personalized financial strategies, and consult on a range of products and services. A structured path to wealth management is offered through licensing and employment opportunities.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and access to virtual learning, mentorship, and leadership development.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success.
• Communication: 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.

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

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors is a nationwide financial services network seeking driven professionals to build client relationships, develop personalized financial strategies, and consult on a range of products and services. A structured path to wealth management is offered through licensing and employment opportunities.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and access to virtual learning, mentorship, and leadership development.