Wealth Manager Trainee: Licensing Path & Mentorship

equitable; Albuquerque (NM); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

FINRA sponsorship

Comprehensive 120-day training (PEP)

Virtual University access

Mentorship program

Leadership Development School

Professional growth support (CFP/ChFC)

Job summary

Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment, with FINRA sponsorship and a comprehensive training program. The role emphasizes client engagement, financial planning, and product consultation, all within an in-office setting.

Participants gain hands-on experience via PEP, mentorship, and access to virtual university, aiming for professional designations while building a client-focused career in wealth management.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset 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

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Develop financial strategies tailored to clients' objectives and risk tolerance, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required and coordinate with clients regularly to track progress.

Skills

Bachelor's degree

FINRA licensing

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment, with FINRA sponsorship and a comprehensive training program. The role emphasizes client engagement, financial planning, and product consultation, all within an in-office setting.

Participants gain hands-on experience via PEP, mentorship, and access to virtual university, aiming for professional designations while building a client-focused career in wealth management.