Wealth Manager Trainee: FINRA Licensing & Mentorship

Equitable Advisors; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Biweekly Pay

Commissions & Bonus

Comprehensive Benefits

Mentorship & Training

Job summary

Equitable Advisors is hiring entry-level Wealth Managers in Charlotte, Raleigh & Wilmington, NC, and Greenville, SC. The role emphasizes client relationships, financial strategy development, and product guidance.

In-office presence is required, with a structured training path including FINRA licensing and mentorship. The program offers biweekly pay, potential commissions and bonuses, and comprehensive benefits, plus opportunities for CFP, ChFC, and other designations as you grow within a

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.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required; collaborate with top performers and mentors.

Skills

Client Engagement

Financial Strategy

Product Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent experience

Job description

Equitable Advisors is hiring entry-level Wealth Managers in Charlotte, Raleigh & Wilmington, NC, and Greenville, SC. The role emphasizes client relationships, financial strategy development, and product guidance.

In-office presence is required, with a structured training path including FINRA licensing and mentorship. The program offers biweekly pay, potential commissions and bonuses, and comprehensive benefits, plus opportunities for CFP, ChFC, and other designations as you grow within a