Wealth Manager in Training - FINRA Sponsorship

Equitable Advisors; Hawaii; Vor Ort; USD 54.000 - 66.000; Vollzeit

Benefits dieser Stelle

Health Insurance

Dental Coverage

Vision Coverage

401(k) Plan

Employee Stock Purchase Plan

Disability Insurance

Life Insurance

Transportation Reimbursement Program

Zusammenfassung

Equitable Advisors in Hawaii is seeking a wealth management professional to build client relationships through networking events and portfolio management, while delivering personalized financial guidance.

You will pursue FINRA licensing, participate in training, and advance toward CFP/ChFC credentials, with stable pay and potential bonuses as you grow. This in-office role emphasizes collaboration with top performers and meaningful client impact.

Qualifikationen

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• values-driven with a track record of success and accomplishment.
• excellent interpersonal and communication abilities with strong self-confidence.
• entrepreneurial spirit with a desire to positively impact others' lives.
• ability to work with and learn from top performers.
• must be authorized to work in the United States.

Aufgaben

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

Kenntnisse

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization in the UnitedStates

Ausbildung

Bachelor's degree or equivalent

FINRA licensing: Life & Health, SIE, Series 7, Series 66

Jobbeschreibung

Equitable Advisors in Hawaii is seeking a wealth management professional to build client relationships through networking events and portfolio management, while delivering personalized financial guidance.

You will pursue FINRA licensing, participate in training, and advance toward CFP/ChFC credentials, with stable pay and potential bonuses as you grow. This in-office role emphasizes collaboration with top performers and meaningful client impact.