Wealth Management Trainee: Licensing Path & Impact

Equitable Advisors; Denver (CO); Hybrid; USD 24,000 - 60,000; Full time

Benefits offered by this job

Health, dental & vision

401(k)

ESPP

Disability insurance

Life Insurance

TRIP

Job summary

Equitable Advisors is recruiting via the Retirement Benefits Group to empower professionals building retirement security for educators, healthcare workers, and government staff. The role emphasizes client engagement, financial product guidance, and tailored retirement solutions.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and mentorship. The path leads to becoming a licensed wealth manager with growth in commissions and benefits.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Strong communication and interpersonal abilities.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our financial products and services.
• Client Service and Implementation: Analyze client data, ensure confidentiality, implement solutions.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Entrepreneurial mindset

Excellent communication

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is recruiting via the Retirement Benefits Group to empower professionals building retirement security for educators, healthcare workers, and government staff. The role emphasizes client engagement, financial product guidance, and tailored retirement solutions.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and mentorship. The path leads to becoming a licensed wealth manager with growth in commissions and benefits.