Wealth Manager Path: Licensing & Mentorship

Equitable Advisors; Miami (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Biweekly pay with commissions and a 'c

Comprehensive benefits (health, dental

Job summary

Equitable Advisors in the United States is seeking individuals to build client relationships, develop personalized financial strategies, and discuss products and services that align with clients' goals. The role emphasizes in-office engagement, licensing paths, and a structured training program designed to launch careers in wealth management.

Training includes FINRA sponsorship, a 120-day hands-on program, and access to Virtual University, with mentorship from a local vice president and

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 self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.

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

Client relationships

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization

Licensing pathway

Education

Bachelor's degree or equivalent

Tools

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

Job description

Equitable Advisors in the United States is seeking individuals to build client relationships, develop personalized financial strategies, and discuss products and services that align with clients' goals. The role emphasizes in-office engagement, licensing paths, and a structured training program designed to launch careers in wealth management.

Training includes FINRA sponsorship, a 120-day hands-on program, and access to Virtual University, with mentorship from a local vice president and