Wealth Management Trainee — Licensing & Mentorship

Equitable Advisors; San Diego (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Leadership Development School

Professional growth credentials

Job summary

Equitable Advisors in the United States seeks a wealth manager-in-training to drive client relationships, craft personalized financial strategies, and consult on products and services. The role emphasizes networking, portfolio management, and ongoing professional development.

Training includes FINRA sponsorship, PEP bootcamp, and access to virtual university, mentorship, and leadership programs, with a path to CFP, ChFC, and other credentials.

Qualifications

• Bachelor’s degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.

Responsibilities

• Client Engagement: build relationships through networking events and portfolio management.
• Financial Strategy Development: tailor strategies to objectives and risk tolerance.
• Product and Service Consultation: discuss products and services tailored to clients.
• In-office presence required and collaboration with top performers.

Skills

Education

Licensing

Personal Attributes

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in the United States seeks a wealth manager-in-training to drive client relationships, craft personalized financial strategies, and consult on products and services. The role emphasizes networking, portfolio management, and ongoing professional development.

Training includes FINRA sponsorship, PEP bootcamp, and access to virtual university, mentorship, and leadership programs, with a path to CFP, ChFC, and other credentials.