Wealth Management Trainee: Licensing & Mentorship

EQH; United States; Sur place; USD 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

FINRA licensing sponsorship

PEP training (120 days)

Virtual University access

Mentorship program

Leadership development

Résumé du poste

Equitable Advisors in the United States seeks a Wealth Management Associate to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role requires in-office presence in MA with a strong, values-driven mindset and licensing path.

The program offers FINRA sponsorship for required licenses, a structured 120-day training period, access to Virtual University, mentorship, and leadership development opportunities to advance toward CFP, ChFC,

Qualifications

• Bachelor’s degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others’ lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsabilités

• 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.
• Location: In-office presence required.
• Work-life balance: Flexible schedule to maximize productivity and personal time.

Connaissances

Communication skills

Entrepreneurial mindset

Collaboration

Self-confidence

Values-driven

Work authorization

Formation

Bachelor’s degree or equivalent

Description du poste

Equitable Advisors in the United States seeks a Wealth Management Associate to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role requires in-office presence in MA with a strong, values-driven mindset and licensing path.

The program offers FINRA sponsorship for required licenses, a structured 120-day training period, access to Virtual University, mentorship, and leadership development opportunities to advance toward CFP, ChFC,