Wealth Management Trainee - FINRA Licensing & Mentorship

Equitable Advisors; Baltimore (MD); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Leadership development

Professional growth

Job summary

Equitable Advisors is seeking aspiring wealth professionals to build lasting client relationships and manage portfolios at our in-office Baltimore location. You will learn licensing and wealth-management practices through a structured pathway, including FINRA sponsorship and hands-on training.

This program emphasizes a values-driven, entrepreneurial mindset with mentorship from senior leaders. Expect comprehensive development, from licensing to client service skills, within a supportive team

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• 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.

Skills

Communication skills

Entrepreneurial mindset

Values-driven

Self-confidence

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking aspiring wealth professionals to build lasting client relationships and manage portfolios at our in-office Baltimore location. You will learn licensing and wealth-management practices through a structured pathway, including FINRA sponsorship and hands-on training.

This program emphasizes a values-driven, entrepreneurial mindset with mentorship from senior leaders. Expect comprehensive development, from licensing to client service skills, within a supportive team