Wealth Manager Trainee: Licensed Advisor Path

Equitable Advisors; Albuquerque (NM); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors seeks talented professionals to join its nationwide network of financial professionals. The role focuses on building client relationships, developing personalized financial strategies, and counseling clients on suitable products and services.

An in-office presence is required and a structured path to becoming a wealth manager is offered through licensing and employment. Training includes FINRA sponsorship, a comprehensive 120-day program, and access to virtual university,

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• 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.

Responsibilities

• Client engagement: build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial strategy development: understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and service consultation: discuss financial products and services tailored to clients' unique situations.

Skills

Communication Skills

Work Authorization

Personal Attributes

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent

Tools

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors seeks talented professionals to join its nationwide network of financial professionals. The role focuses on building client relationships, developing personalized financial strategies, and counseling clients on suitable products and services.

An in-office presence is required and a structured path to becoming a wealth manager is offered through licensing and employment. Training includes FINRA sponsorship, a comprehensive 120-day program, and access to virtual university,