Wealth Management Trainee: Licensing Path & Growth

Equitable Advisors; Cleveland (OH); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee stock purchase plan

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking candidates to build relationships with clients and guide them toward achieving financial goals. You will develop personalized strategies, present appropriate financial products, and collaborate with top performers to ensure ongoing client satisfaction.

The role emphasizes licensing support, a structured training path, and an in-office work environment designed to balance professional growth with client service excellence.

Qualifications

• Bachelor's degree or equivalent work experience is required.
• Licensing in Life & Health, SIE, Series 7 and Series 66 is preferred or must be obtained.
• Excellent communication, interpersonal skills and a results-driven mindset.

Responsibilities

• Client Engagement: build and nurture client relationships and manage portfolios.
• Financial Strategy Development: tailor strategies to client objectives and risk tolerance.
• Product and Service Consultation: discuss suitable financial products and services.
• Location: in-office presence required.

Skills

Client engagement

Relationship building

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking candidates to build relationships with clients and guide them toward achieving financial goals. You will develop personalized strategies, present appropriate financial products, and collaborate with top performers to ensure ongoing client satisfaction.

The role emphasizes licensing support, a structured training path, and an in-office work environment designed to balance professional growth with client service excellence.