Wealth Management Trainee — Licensing & Mentorship

Equitable Advisors; Portsmouth (NH); In loco; USD 30.000 - 37.000; Tempo pieno

Vantaggi offerti da questo lavoro

Sign-On Bonus

Stable Pay

Commissions & Bonus

Benefits (Health/Dental/Vision)

ESPP

TRIP - Transportation Reimbursement

Descrizione del lavoro

Equitable Advisors in Portsmouth, NH is seeking a client-focused financial professional to build relationships, develop tailored financial strategies, and discuss suitable products and services. An in-office role includes structured training through FINRA licensing, mentorship, and a clear path toward wealth management.

Applicants should hold a Bachelor's degree or equivalent, and possess Life & Health licensing, SIE, Series 7 and Series 66, along with US work authorization.

Competenze

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success and accomplishment.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Mansioni

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Conoscenze

State Life & Health License

SIE

Series 7

Series 66

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Formazione

Bachelor's degree or equivalent skills and work experience

Descrizione del lavoro

Equitable Advisors in Portsmouth, NH is seeking a client-focused financial professional to build relationships, develop tailored financial strategies, and discuss suitable products and services. An in-office role includes structured training through FINRA licensing, mentorship, and a clear path toward wealth management.

Applicants should hold a Bachelor's degree or equivalent, and possess Life & Health licensing, SIE, Series 7 and Series 66, along with US work authorization.