Wealth Manager Trainee — FINRA Licensing & Mentorship

Equitable Advisors; Richmond (VA); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Sign-On Payment Eligibility

Stable pay for 24 months

Commissions and Bonus

Benefits: health, dental, vision, 401k

Job summary

Equitable Advisors is a nationwide network of financial professionals focused on helping clients achieve meaningful financial wellness. This role emphasizes client engagement, financial strategy development, and product/service consultation, with an in-office requirement and strong training through FINRA sponsorship and a structured 120-day PEP.

New hires receive virtual university access, mentorship, and pathways to professional designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with a focus on helping clients.
• Authorized to work in the United States.

Responsibilities

• Client engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial strategy development: Understand clients' objectives and risk tolerance to devise personalized strategies.
• Product and service consultation: Discuss financial products tailored to clients' situations.
• Location: In-office presence required.
• Work-life balance: Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Licensing requirements

Education

Bachelor's degree

Job description

Equitable Advisors is a nationwide network of financial professionals focused on helping clients achieve meaningful financial wellness. This role emphasizes client engagement, financial strategy development, and product/service consultation, with an in-office requirement and strong training through FINRA sponsorship and a structured 120-day PEP.

New hires receive virtual university access, mentorship, and pathways to professional designations.