Wealth Manager Trainee — Flexible Hours & Growth

Equitable Advisors; Orlando (FL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) + ESPP

Disability Insurance

Life Insurance

TRIP Transportation Reimbursement

Job summary

Equitable Advisors in Orlando, FL invites motivated individuals to join a structured path to wealth management through licensing and employment. You will engage clients, advise on financial products, and implement tailored solutions while enjoying a flexible, field-based schedule.

Ideal candidates hold a Bachelor's degree or equivalent, and FINRA licenses: Life & Health, SIE, Series 7, Series 66, with an entrepreneurial, community-focused mindset and strong communication abilities.

Qualifications

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

Responsibilities

• Engage with clients and expand your network within established markets.
• Educate clients on our financial products and services and tailor them to client needs.
• Analyze and organize client data, ensure confidentiality, and implement products & services.
• Maintain a flexible schedule to maximize productivity and personal time.
• Field work at local schools and municipalities to meet clients where they are.

Skills

Networking

Communication skills

Entrepreneurial mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

Job description

Equitable Advisors in Orlando, FL invites motivated individuals to join a structured path to wealth management through licensing and employment. You will engage clients, advise on financial products, and implement tailored solutions while enjoying a flexible, field-based schedule.

Ideal candidates hold a Bachelor's degree or equivalent, and FINRA licenses: Life & Health, SIE, Series 7, Series 66, with an entrepreneurial, community-focused mindset and strong communication abilities.