Wealth Management Trainee: Licensing & Growth Path

equitable; Nora Township (IL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Sign-On Payment

Base Salary

Commissions & Bonus

Health, Dental, Vision

ESPP

TRIP

Transportation Reimbursement

Job summary

Equitable Advisors is seeking motivated individuals to join The Retirement Benefits Group and build a career as a wealth manager in Illinois. You will engage clients, educate them on financial products, and implement tailored solutions while balancing a flexible schedule and strong income potential.

The role supports licensing through FINRA sponsorship, a 120-day training period, mentorship from a VP, and opportunities to pursue CFP, ChFC, and other credentials within a supportive community

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: Life & Health, SIE, Series 7 and Series 66 sponsorship.
• Must be authorized to work in the United States.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with willingness to learn.

Responsibilities

• Engage and expand client network in established markets.
• Educate clients on financial products and services and tailor solutions.
• Manage client data with confidentiality and implement recommended products.
• Collaborate with top performers and participate in mentorship programs.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors is seeking motivated individuals to join The Retirement Benefits Group and build a career as a wealth manager in Illinois. You will engage clients, educate them on financial products, and implement tailored solutions while balancing a flexible schedule and strong income potential.

The role supports licensing through FINRA sponsorship, a 120-day training period, mentorship from a VP, and opportunities to pursue CFP, ChFC, and other credentials within a supportive community