Wealth Management Trainee: Flexible Licensing Path (IL)

Equitable Advisors; Springfield (IL); On-site; USD 22,000 - 26,000; Full time

Benefits offered by this job

Health, dental & vision insurance

401(k) program

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive

FINRA licensing sponsorship

Job summary

Equitable Advisors seeks motivated individuals to join its Retirement Benefits Group, helping professionals secure retirement outcomes. You'll be mentored through FINRA licensing and a 120-day hands-on PEP, with a structured path to becoming a wealth manager.

Starting with a training period, the role offers the potential for an annual base salary, commissions, and a comprehensive benefits package while you build a local network across schools and municipalities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• FINRA licensing: SIE, Series 7, Series 66, Life & Health required.
• Excellent interpersonal and communication abilities with a confident, client-focused approach.
• Entrepreneurial mindset with a desire to positively impact others' lives.

Responsibilities

• Engage with clients and grow your network in established markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, and implement appropriate products.
• Maintain work-life balance with a flexible schedule.
• Work locally in schools and municipalities to reach target communities.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

US work authorization

Education

Bachelor's degree or equivalent

FINRA licensing: SIE, Series 7, Series 66, Life & Health

Job description

Equitable Advisors seeks motivated individuals to join its Retirement Benefits Group, helping professionals secure retirement outcomes. You'll be mentored through FINRA licensing and a 120-day hands-on PEP, with a structured path to becoming a wealth manager.

Starting with a training period, the role offers the potential for an annual base salary, commissions, and a comprehensive benefits package while you build a local network across schools and municipalities.