Wealth Manager Trainee: Flexible Path to CFP & Licensing

Equitable Advisors; Richmond (VA); Sur place; USD 24 000 - 40 000; Plein temps

Avantages offerts par ce poste

Health, dental & vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Résumé du poste

Equitable Advisors is seeking driven individuals to join The Retirement Benefits Group (RBG) and grow as wealth professionals. You will engage clients, educate them on financial products, and coordinate service implementations while prioritizing integrity and community impact.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and access to virtual university, mentorship, and leadership development opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• 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.
• Authorized to work in the United States.

Responsabilités

• Engage clients and cultivate networks within established markets.
• Educate clients on diverse financial products and services and tailor solutions to their needs.
• Analyze and organize client data, maintain confidentiality, and implement suitable products and services.
• Maintain a flexible schedule to balance work and personal time.
• Work location involves activities outside the office in local schools and municipalities.

Connaissances

Client engagement

Relationship building

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization in US

Formation

Bachelor's degree or equivalent

Description du poste

Equitable Advisors is seeking driven individuals to join The Retirement Benefits Group (RBG) and grow as wealth professionals. You will engage clients, educate them on financial products, and coordinate service implementations while prioritizing integrity and community impact.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and access to virtual university, mentorship, and leadership development opportunities.