Wealth Management Trainee – MD (Advisor Track)

Equitable Advisors; Columbia, Northern (MD, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401(k)

Employee Stock Purchase Plan

Disability insurance

Life Insurance

Transportation Reimbursement (TRIP)

Job summary

Equitable Advisors in MD/Columbia is seeking a Wealth Management Associate to develop client relationships, devise personalized financial strategies, and discuss investment products. The role requires in-office presence and licensing progress through FINRA sponsorship.

Candidates should hold a Bachelor's degree or equivalent, pursue FINRA licenses (SIE, Series 7, Series 66, Life & Health), and demonstrate an entrepreneurial mindset with strong communication and collaboration skills.

Qualifications

• Bachelor's degree or equivalent work experience

Responsibilities

• Client engagement: build and nurture client relationships through networking and portfolio management with consistent communication.
• Financial strategy development: tailor recommendations based on clients' objectives and risk tolerance.
• Product and service consultation: discuss suitable financial products and services for clients.

Job description

Equitable Advisors in MD/Columbia is seeking a Wealth Management Associate to develop client relationships, devise personalized financial strategies, and discuss investment products. The role requires in-office presence and licensing progress through FINRA sponsorship.

Candidates should hold a Bachelor's degree or equivalent, pursue FINRA licenses (SIE, Series 7, Series 66, Life & Health), and demonstrate an entrepreneurial mindset with strong communication and collaboration skills.