Wealth Manager Trainee - Licensing Path & Flexible Schedule

Equitable Advisors; Miami (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Professional Growth

Sign-On Payment

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors is seeking individuals to join its Retirement Benefits Group in the Miami area, offering a path to becoming a fully licensed wealth manager. The program includesFINRA licensing sponsorship, hands-on training through the Preliminary Employment Period (PEP), and access to the Virtual University and mentorship to help you succeed.

You will engage with clients, educate them on financial products, and implement tailored solutions while balancing work-life in a flexible,

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses required/licensing path provided with FINRA sponsorship.
• 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.
• Collaborative, able to learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, and implement products & services.
• Flexible schedule to maximize productivity and personal time.
• Location: working outside the office in local schools and municipalities.

Skills

Communication skills

Entrepreneurial mindset

Self-confidence

Networking

Client engagement

Work authorization

Education

Bachelor's degree or equivalent experience

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

Job description

Equitable Advisors is seeking individuals to join its Retirement Benefits Group in the Miami area, offering a path to becoming a fully licensed wealth manager. The program includesFINRA licensing sponsorship, hands-on training through the Preliminary Employment Period (PEP), and access to the Virtual University and mentorship to help you succeed.

You will engage with clients, educate them on financial products, and implement tailored solutions while balancing work-life in a flexible,