Wealth Advisor Trainee — Licensing & Mentorship Path
Job in
Germantown, Montgomery County, Maryland, 20875, USA
Listed on 2026-07-16
Listing for:
Equitable Advisors
Apprenticeship/Internship
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Equitable Advisors in United States (MD) is recruiting in-office wealth management professionals to build client relationships, develop financial strategies, and present tailored solutions. The role emphasizes networking, licensing requirements, and a structured training path to becoming a licensed wealth manager.
Candidates should have a bachelor's degree or equivalent, hold essential FINRA licenses, and bring an entrepreneurial, results-driven mindset with strong communication and
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