Wealth Management Trainee: Licensing & Growth Path

Equitable Advisors; Englewood (CO); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

FINRA licensing sponsorship

Mentorship program

Stable pay for 24 months

Bonuses and commissions

Benefits (health, dental, vision)

Résumé du poste

Equitable Advisors in Englewood, CO, seeks a Wealth Management Associate to build client relationships, assess goals, and tailor financial strategies across investment products. In-office presence is required, with a structured onboarding including FINRA licensing and mentorship.

You will collaborate with top performers, participate in training programs, and pursue professional designations while benefiting from a stable early-career pay model and performance-based bonuses.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7 and Series 66 licensing required or pursued.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with desire to help others.
• Willingness to work in-office in Englewood, CO.

Responsabilités

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Connaissances

Client relationship skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization in US

Formation

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Description du poste

Equitable Advisors in Englewood, CO, seeks a Wealth Management Associate to build client relationships, assess goals, and tailor financial strategies across investment products. In-office presence is required, with a structured onboarding including FINRA licensing and mentorship.

You will collaborate with top performers, participate in training programs, and pursue professional designations while benefiting from a stable early-career pay model and performance-based bonuses.