Wealth Manager in Training

Equitable Advisors; Columbia (MD); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training (120 days)

Virtual University access

Mentorship program

Personalized coaching

Leadership development

Professional growth & designations

Sign-On eligibility

Stable pay during training

Commissions and bonuses

Benefits programs

Job summary

Equitable Advisors seeks motivated individuals to join our wealth management path through licensing and structured employment. In-office role focused on building client relationships and delivering personalized financial strategies.

You will receive FINRA sponsorship, a comprehensive 120-day training, access to Virtual University, mentorship, and coaching. The program emphasizes growth, professional designations, and a supportive environment.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Ability to collaborate with top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Financial strategy development

Communication skills

Collaboration

Work authorization in the UnitedStates

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors seeks motivated individuals to join our wealth management path through licensing and structured employment. In-office role focused on building client relationships and delivering personalized financial strategies.

You will receive FINRA sponsorship, a comprehensive 120-day training, access to Virtual University, mentorship, and coaching. The program emphasizes growth, professional designations, and a supportive environment.