Wealth Management Trainee (VA) – Licensing Path

Equitable Advisors; Roanoke (VA); Hybrid; USD 37,000 - 60,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Employee stock purchase plan

Dental and vision

Disability and life insurance

Transportation reimbursement

Job summary

Equitable Advisors is seeking a Financial Services Professional in Roanoke, VA to build client relationships, develop customized financial strategies, and consult on products and services. This role emphasizes in-office client engagement and a structured training path

The position includes FINRA licensing sponsorship (SIE, Series 7, 66, Life & Health) and a comprehensive onboarding program, with mentorship and growth opportunities toward CFP/ChFC designations within a supportive network.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 required or pursued with sponsorship.
• Values-driven with a track record of success and achievement.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial spirit and dedication to helping others.
• Collaborative mindset and readiness to learn from top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required to engage with clients and team partners.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Relationship building

Education

Bachelor's degree or equivalent work experience

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

Job description

Equitable Advisors is seeking a Financial Services Professional in Roanoke, VA to build client relationships, develop customized financial strategies, and consult on products and services. This role emphasizes in-office client engagement and a structured training path

The position includes FINRA licensing sponsorship (SIE, Series 7, 66, Life & Health) and a comprehensive onboarding program, with mentorship and growth opportunities toward CFP/ChFC designations within a supportive network.