Wealth Management Trainee — Licensing Provided

Equitable Advisors; Franklin (TN); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits programs including health, dental, and vision

401(k) plan

Sign-on payment

Job summary

A leading financial services firm in Franklin, TN seeks a motivated individual to assist clients in achieving their financial goals. You will build and nurture client relationships, develop personalized financial strategies, and provide tailored product consultations. Ideal candidates hold a Bachelor's degree and are committed to obtaining necessary licenses. The position offers a structured training path, comprehensive benefits, and opportunities for professional growth and mentorship in a supportive environment.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: Must obtain state Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives to devise personalized strategies.
• Discuss financial products tailored to clients' unique situations.

Skills

Client engagement

Financial strategy development

Excellent communication skills

Entrepreneurial spirit

Collaboration

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licenses (Series 7, Series 66)

Job description

A leading financial services firm in Franklin, TN seeks a motivated individual to assist clients in achieving their financial goals. You will build and nurture client relationships, develop personalized financial strategies, and provide tailored product consultations. Ideal candidates hold a Bachelor's degree and are committed to obtaining necessary licenses. The position offers a structured training path, comprehensive benefits, and opportunities for professional growth and mentorship in a supportive environment.