Wealth Management Trainee: Flexible Path to Impact

Equitable Advisors; Tucson (AZ); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) plan

Employee stock purchase plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors invites you to join a pathway to becoming a wealth manager, with licensing support and a structured development track. You’ll engage clients, consult on a wide range of financial products, and implement tailored solutions while balancing personal time through a flexible schedule.

The Retirement Benefits Group (RBG) focuses on education, healthcare, and government sectors, offering a comprehensive training program, mentorship, and opportunities to pursue CFP, ChFC, and other

Qualifications

• Education: Bachelor's degree or equivalent 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.
• Mindset: entrepreneurial spirit with a positive impact focus.
• Collaboration: ability to work with top performers.
• Work authorization: United States work authorization.

Responsibilities

• Client engagement: cultivate and expand your network within established markets.
• Products and services consultation: educate clients on our financial products and services.
• Client service and implementation: analyze client data and implement appropriate solutions.
• Work-life balance: flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors invites you to join a pathway to becoming a wealth manager, with licensing support and a structured development track. You’ll engage clients, consult on a wide range of financial products, and implement tailored solutions while balancing personal time through a flexible schedule.

The Retirement Benefits Group (RBG) focuses on education, healthcare, and government sectors, offering a comprehensive training program, mentorship, and opportunities to pursue CFP, ChFC, and other