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Wealth Advisor Trainee — Path to CFP/ChFC Licenses
Job in
Franklin, Williamson County, Tennessee, 37068, USA
Listed on 2026-06-23
Listing for:
Equitable Advisors
Apprenticeship/Internship
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Equitable Advisors is searching for a Financial Professional in Franklin, TN, to build client relationships and provide tailored financial strategies. The role requires a Bachelor's degree or equivalent, with licensing in life & health, SIE, Series 7, and Series 66.
With a focus on a client-first approach, candidates should possess strong communication skills and a values-driven mindset. Flexible schedules, ongoing training, and a supportive culture are emphasized, making it an excellent opportunity for those looking to impact clients' lives positively.
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