Wealth Management Trainee — Licensing Included

Equitable Advisors; Tucson, Northern (AZ, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability Insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking a Financial Services Professional in Tucson, AZ to engage clients and develop personalized financial strategies. You will consult on products and services, maintain in-office collaboration, and balance a flexible schedule to maximize productivity.

The role emphasizes licensing, ongoing training, and a pathway to wealth management through robust support and mentorship. As part of our in-house development program, you will receive FINRA sponsorship, comprehensive

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.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Authorized to work in the United States.

Responsibilities

• Client Engagement: build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: understand clients' objectives and risk tolerance to tailor strategies.
• Product and Service Consultation: discuss financial products and services suited to clients.
• Location: in-office presence required.
• Work-Life Balance: flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking a Financial Services Professional in Tucson, AZ to engage clients and develop personalized financial strategies. You will consult on products and services, maintain in-office collaboration, and balance a flexible schedule to maximize productivity.

The role emphasizes licensing, ongoing training, and a pathway to wealth management through robust support and mentorship. As part of our in-house development program, you will receive FINRA sponsorship, comprehensive