Wealth Manager in Training: Licensing & Mentorship

equitable

Wichita (KS)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors is seeking a motivated professional to engage clients, craft financial strategies, and discuss tailored products. The role involves in-office collaboration and a proactive drive to help individuals achieve financial wellness through licensed guidance and ongoing development.

Candidates should hold a Bachelor's degree or equivalent, and possess required FINRA licenses. A values-driven, entrepreneurial mindset and strong communication skills are essential for success in a

Qualifications

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

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

Communication Skills

Interpersonal Skills

Entrepreneurial Mindset

Values-driven

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent experience

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

Job description

Candidates should hold a Bachelor's degree or equivalent, and possess required FINRA licenses. A values-driven, entrepreneurial mindset and strong communication skills are essential for success in a

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