Wealth Manager Trainee — FINRA Licensing & Mentorship

Equitable Advisors; Independence Township (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

Mentorship program

Professional growth

Commissions & bonus

Health benefits

401(k)

ESPP

Job summary

Equitable Advisors is seeking a driven financial professional to build client relationships, craft personalized financial strategies, and discuss suitable products and services. The role emphasizes in-office collaboration and a strong emphasis on professional growth.

The incumbent will pursue FINRA licensing through sponsored programs, participate in a 120-day hands-on training, and benefit from mentorship and structured coaching.

Qualifications

• Bachelor's degree or equivalent experience required.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Excellent communication skills with a values-driven, entrepreneurial mindset.
• Ability to build client relationships and collaborate with top performers.
• US work authorization is required.

Responsibilities

• Engage clients and nurture relationships through networking events and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' needs.
• Work in-office as a core requirement of the role.
• Maintain balance between professional duties and personal time.

Skills

Communication skills

Entrepreneurial mindset

Client relationship management

Networking

Team collaboration

Education

Bachelor's degree or equivalent

State Life & Health license

SIE license

Series 7 license

Series 66 license

Job description

Equitable Advisors is seeking a driven financial professional to build client relationships, craft personalized financial strategies, and discuss suitable products and services. The role emphasizes in-office collaboration and a strong emphasis on professional growth.

The incumbent will pursue FINRA licensing through sponsored programs, participate in a 120-day hands-on training, and benefit from mentorship and structured coaching.