Wealth Manager in Training (FINRA Licensing Covered)

equitable; Las Vegas (NV); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Sign-On Payment

Stable Pay

Commissions and Bonus

Benefits package

Job summary

Equitable Advisors seeks a motivated wealth management professional in an in-office role to engage clients, craft financial strategies, and discuss tailored products and services. You will build relationships, manage portfolios, and collaborate with top performers.

The position emphasizes licensing support via FINRA sponsorship, a 120-day training program, and access to ongoing development resources, with opportunities for CFP, ChFC, and other credentials.

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

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.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Entrepreneurial Spirit

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Tools

Series 7

Series 66

State Life & Health

SIE

Job description

Equitable Advisors seeks a motivated wealth management professional in an in-office role to engage clients, craft financial strategies, and discuss tailored products and services. You will build relationships, manage portfolios, and collaborate with top performers.

The position emphasizes licensing support via FINRA sponsorship, a 120-day training program, and access to ongoing development resources, with opportunities for CFP, ChFC, and other credentials.