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Wealth Advisor - Licensing Path + Mentorship

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-08-20
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below

Equitable Advisors is actively seeking wealth management professionals to engage clients, develop personal financial strategies, and discuss tailored products and services. You will cultivate relationships through networking, manage portfolios, and track progress with a client-focused approach.

The role emphasizes licensing, FINRA sponsorship, and a structured training path. A in-office presence is required, with a strong commitment to client service and long-term growth within the firm.

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