Wealth Manager in Training - Licensing & Mentorship

Equitable Advisors; Albuquerque, Northern (NM, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training & FINRA sponsorship

Biweekly pay

Commissions & bonuses

Employee benefits package

Job summary

Equitable Advisors is a leading financial services firm focused on helping clients achieve financial wellness through personalized wealth management solutions. The role emphasizes client engagement, strategic financial planning, and ongoing professional development.

In-office work is required with a structured training program, FINRA licensing sponsorship, and a clear path to wealth-management careers supported by mentorship and formal coaching.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing required: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to collaborate with 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' situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy

Product & service consultation

Work authorization United States

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Tools

Job description

Equitable Advisors is a leading financial services firm focused on helping clients achieve financial wellness through personalized wealth management solutions. The role emphasizes client engagement, strategic financial planning, and ongoing professional development.

In-office work is required with a structured training program, FINRA licensing sponsorship, and a clear path to wealth-management careers supported by mentorship and formal coaching.