Wealth Manager Trainee (FINRA Licensing)

equitable; Franklin (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking a driven professional to build client relationships and manage portfolios. The role focuses on crafting personalized financial strategies, presenting product solutions, and guiding clients toward their goals through structured licensing paths and ongoing training.

In-office presence is required, with a strong emphasis on collaboration, communication, and a values-driven approach to helping individuals achieve financial wellness through comprehensive support and

Qualifications

• Bachelor's degree or equivalent, plus relevant licenses and credentials.
• Licenses: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Values-driven with a track record of success and accomplishment.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

State Life & Health licensing

SIE licensing

Series 7 licensing

Series 66 licensing

Job description

Equitable Advisors is seeking a driven professional to build client relationships and manage portfolios. The role focuses on crafting personalized financial strategies, presenting product solutions, and guiding clients toward their goals through structured licensing paths and ongoing training.

In-office presence is required, with a strong emphasis on collaboration, communication, and a values-driven approach to helping individuals achieve financial wellness through comprehensive support and