Wealth Management Trainee — Licensing & Growth Path

Equitable Advisors; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training (120 days)

Virtual University

Mentorship

Leadership Development School

Professional growth (CFP/ChFC)

Sign-On Payment

Stable Pay

Commissions & Bonus

Comprehensive benefits

Job summary

Equitable Advisors seeks ambitious financial professionals to build client relationships and guide wealth planning. The role emphasizes in-office client engagement, tailored financial strategies, and proactive product discussions.

Candidates should hold a Bachelor's degree and licensing; training includes FINRA sponsorship, a 120-day PEP, and access to Virtual University with mentorship for growth toward CFP/ChFC and firm credentials.

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.
• Entrepreneurial spirit with a desire to positively impact others.

Responsibilities

• 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.

Skills

Communication skills

Client relationship building

Team collaboration

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Job description

Equitable Advisors seeks ambitious financial professionals to build client relationships and guide wealth planning. The role emphasizes in-office client engagement, tailored financial strategies, and proactive product discussions.

Candidates should hold a Bachelor's degree and licensing; training includes FINRA sponsorship, a 120-day PEP, and access to Virtual University with mentorship for growth toward CFP/ChFC and firm credentials.