Wealth Manager Trainee – FINRA Licensed Path

equitable; Raleigh (NC); Vor Ort; USD 65.000 - 95.000; Vollzeit

Benefits dieser Stelle

Health, dental & vision

401(k) with employer match

Employee Stock Purchase Plan

Disability & Life Insurance

Transportation Reimbursement Program

Zusammenfassung

Equitable Advisors is seeking a driven professional to join our in-office team in Raleigh as part of a wealth management path. You will build client relationships, develop financial strategies, and discuss tailored products and services to help clients reach their goals.

The role emphasizes licensing progress (State Life & Health, SIE, Series 7, Series 66) and a values-driven mindset, with Mentorship and FINRA sponsorship throughout a comprehensive training program.

Qualifikationen

• Bachelor's degree or equivalent skills and work experience.
• Strong communication and interpersonal abilities.
• Entrepreneurial mindset with a drive to help others.

Aufgaben

• Client Engagement: Build and nurture client relationships and track progress.
• Financial Strategy Development: Understand client objectives to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients.

Kenntnisse

Communication Skills

Collaboration

Entrepreneurial Mindset

Ausbildung

Bachelor's degree

Jobbeschreibung

Equitable Advisors is seeking a driven professional to join our in-office team in Raleigh as part of a wealth management path. You will build client relationships, develop financial strategies, and discuss tailored products and services to help clients reach their goals.

The role emphasizes licensing progress (State Life & Health, SIE, Series 7, Series 66) and a values-driven mindset, with Mentorship and FINRA sponsorship throughout a comprehensive training program.