Wealth Management Trainee - FINRA Sponsorship

equitable; Richmond (VA); On-site; USD 36,000 - 37,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Leadership Development

CFP/ChFC designations support

ESPP and 401(k)

Job summary

Equitable Advisors is seeking professionals to engage clients, develop financial strategies, and consult on tailored products and services. This in-office role emphasizes relationship-building, licensing support, and mentorship from seasoned advisors.

You will pursue FINRA licensing while receiving structured training, mentorship, and opportunities for professional growth in wealth management within a values-driven culture.

Qualifications

• Bachelor's degree or equivalent work experience.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.

Skills

Client relations

Portfolio management

Financial strategy

Communication

Networking

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking professionals to engage clients, develop financial strategies, and consult on tailored products and services. This in-office role emphasizes relationship-building, licensing support, and mentorship from seasoned advisors.

You will pursue FINRA licensing while receiving structured training, mentorship, and opportunities for professional growth in wealth management within a values-driven culture.