Wealth Manager Trainee | FINRA-Licensed Path

Equitable Advisors; Albuquerque (NM); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

Biweekly pay

Commissions and bonus

Health, dental and vision insurance

401(k)

Job summary

Equitable Advisors seeks driven financial professionals to engage clients, develop personalized financial strategies, and discuss tailored products and services. This role requires in-office presence and provides strong training, licensing sponsorship, and ongoing mentorship.

You will join a structured growth path, with biweekly pay and opportunities for commissions and bonuses, along with comprehensive benefits and development programs to advance your career in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.

Responsibilities

• Client engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial strategy development: Assess clients' objectives and risk tolerance to craft personalized plans.
• Product and service consultation: Discuss financial products and services tailored to clients' situations.
• Work location: In-office presence required.
• Training & development: participate in FINRA licensing sponsorship and ongoing education.

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks driven financial professionals to engage clients, develop personalized financial strategies, and discuss tailored products and services. This role requires in-office presence and provides strong training, licensing sponsorship, and ongoing mentorship.

You will join a structured growth path, with biweekly pay and opportunities for commissions and bonuses, along with comprehensive benefits and development programs to advance your career in wealth management.