Wealth Management Trainee — FINRA Licensing Path

Equitable Advisors; Bala Cynwyd (PA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Sign-On Payment

Stable Pay

Commissions & Bonus

Benefits package

Transportation Reimbursement

Job summary

Equitable Advisors seeks a Financial Services Professional in Bala Cynwyd, PA to build client relationships, tailor financial strategies, and advise on investment products. In-office presence is required and training is provided through FINRA sponsorship and a 120-day PE program.

With mentorship, access to Virtual University, and opportunities to pursue CFP, ChFC, and a Holistic Financial Coach credential, the role supports professional growth within a collaborative team.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to work with top performers.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Bachelor's degree

Licensing Series 7/66

Values-driven

Communication skills

Entrepreneurial mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Tools

-

Job description

Equitable Advisors seeks a Financial Services Professional in Bala Cynwyd, PA to build client relationships, tailor financial strategies, and advise on investment products. In-office presence is required and training is provided through FINRA sponsorship and a 120-day PE program.

With mentorship, access to Virtual University, and opportunities to pursue CFP, ChFC, and a Holistic Financial Coach credential, the role supports professional growth within a collaborative team.