Wealth Management Trainee — Licensing & Growth

Equitable Advisors; Cincinnati (OH); On-site; USD 20,000 - 28,000; Full time

Benefits offered by this job

FINRA sponsorship

Comprehensive training program

Biweekly stable pay (up to 24 months)

Mentorship and coaching

Leadership development opportunities

Benefits: health, dental, vision; 401k

Job summary

Equitable Advisors seeks motivated individuals to join its wealth management training program in the United States. You will engage clients, craft financial strategies, and discuss tailored products, with in-office requirements and strong focus on professional growth.

Benefiting from FINRA sponsorship and a 120-day hands-on training, you will advance through Virtual University, mentorship, and leadership development, with opportunities to pursue CFP and other designations while earning stable

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Values-driven with a track record of success and accomplishment.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Networking

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks motivated individuals to join its wealth management training program in the United States. You will engage clients, craft financial strategies, and discuss tailored products, with in-office requirements and strong focus on professional growth.

Benefiting from FINRA sponsorship and a 120-day hands-on training, you will advance through Virtual University, mentorship, and leadership development, with opportunities to pursue CFP and other designations while earning stable