Wealth Manager Trainee — FINRA Licensing

equitable; Fort Lauderdale (FL); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Sign-On Payments

Stable Pay & Biweekly Pay

Commissions & Bonus

Benefits: health, dental, vision, 401k

Job summary

Equitable Advisors is dedicated to helping individuals and families reach their financial goals through licensing and employment opportunities. This role focuses on client engagement, financial strategy development, and personalized product consultations.

In-office presence is required, with a structured path to becoming a wealth manager, supported by FINRA sponsorship and comprehensive training programs to develop leadership and professional designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• State Life & Health, SIE, Series 7 and Series 66 licensing required or pursued.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset and desire to positively impact others.
• Ability to collaborate with top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and provide clear guidance.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required to perform role effectively.
• Maintain work-life balance with a flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy

Product consultation

Communication

Mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

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

Job description

Equitable Advisors is dedicated to helping individuals and families reach their financial goals through licensing and employment opportunities. This role focuses on client engagement, financial strategy development, and personalized product consultations.

In-office presence is required, with a structured path to becoming a wealth manager, supported by FINRA sponsorship and comprehensive training programs to develop leadership and professional designations.