Wealth Management Trainee: Licensing & Growth

Equitable Advisors; Oklahoma City (OK); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors is seeking motivated professionals to join our in-office Wealth Management team. You will build client relationships, craft personalized financial strategies, and discuss suitable products and services.

We offer FINRA sponsorship, comprehensive training, biweekly pay with commissions and bonus, and paths to professional designations. A values-driven, collaborative culture supports your growth and our clients' financial wellness.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and communication abilities with self-confidence.

Responsibilities

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

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

Licensing: State Life & Health

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking motivated professionals to join our in-office Wealth Management team. You will build client relationships, craft personalized financial strategies, and discuss suitable products and services.

We offer FINRA sponsorship, comprehensive training, biweekly pay with commissions and bonus, and paths to professional designations. A values-driven, collaborative culture supports your growth and our clients' financial wellness.