Wealth Manager Trainee: Licensing & Mentorship

Equitable Advisors; Stratford (CT); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Health, dental and vision benefits

401(k) and Employee Stock Purchase Plan

Commissions and bonuses

Mentorship opportunities

Job summary

A leading financial services firm is seeking a Regional Vice President to build and manage client relationships, develop financial strategies, and consult on tailored financial products. The role offers comprehensive training and professional growth opportunities, alongside a supportive workplace culture focused on social impact and community engagement. Candidates should have a Bachelor’s degree and excellent communication skills.

Qualifications

• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Values-driven with a track record of success.

Responsibilities

• Build and nurture client relationships.
• Develop personalized financial strategies.
• Provide consultation on financial products.

Skills

Interpersonal communication

Entrepreneurial mindset

Networking

Education

Bachelor's degree or equivalent experience

Job description

A leading financial services firm is seeking a Regional Vice President to build and manage client relationships, develop financial strategies, and consult on tailored financial products. The role offers comprehensive training and professional growth opportunities, alongside a supportive workplace culture focused on social impact and community engagement. Candidates should have a Bachelor’s degree and excellent communication skills.