Wealth Manager Trainee – Retirement Benefits

Equitable Advisors; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA licensing sponsorship

Mentorship program

Job summary

Equitable Advisors in Scottsdale, AZ is seeking a Wealth Management Associate within the Retirement Benefits Group to build relationships with professionals in education, healthcare and government. The role offers a structured path to becoming a wealth manager through licensing, training and mentorship.

You will engage clients, educate them on financial products, analyze data, and implement tailored solutions while enjoying work-life balance and company-sponsored FINRA licensing, PEP, and growth

Qualifications

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

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services.
• Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

SIE licensing

Series 7

Series 66

State Life & Health

Job description

Equitable Advisors in Scottsdale, AZ is seeking a Wealth Management Associate within the Retirement Benefits Group to build relationships with professionals in education, healthcare and government. The role offers a structured path to becoming a wealth manager through licensing, training and mentorship.

You will engage clients, educate them on financial products, analyze data, and implement tailored solutions while enjoying work-life balance and company-sponsored FINRA licensing, PEP, and growth