Wealth Manager in Training — Licensing & Growth

Equitable Advisors; Lynchburg (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Structured Training Path

Stable Pay during early years

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors in Lynchburg, VA is seeking a motivated financial professional to join our client-centric team. You will engage clients, develop financial strategies, and recommend tailored products and services while maintaining strong communication and progress tracking.

With FINRA licensing sponsorship and a structured training path, this role offers mentorship, steady pay during the early years, and opportunities to pursue CFP, ChFC, and other credentials while building a career in wealth

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• 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.

Responsibilities

• 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.

Skills

Client Engagement

Relationship Building

Communication

Entrepreneurial Spirit

Team Collaboration

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors in Lynchburg, VA is seeking a motivated financial professional to join our client-centric team. You will engage clients, develop financial strategies, and recommend tailored products and services while maintaining strong communication and progress tracking.

With FINRA licensing sponsorship and a structured training path, this role offers mentorship, steady pay during the early years, and opportunities to pursue CFP, ChFC, and other credentials while building a career in wealth