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Wealth Advisor Trainee: Licensing & Mentorship
Job in
Kihei, Maui County, Hawaii, 96753, USA
Listed on 2026-08-10
Listing for:
Equitable Advisors
Apprenticeship/Internship
position Listed on 2026-08-10
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Equitable Advisors is looking for motivated individuals to join its wealth-management training path. You will engage with clients, help develop financial strategies, and discuss services while receiving hands-on instruction and licensing support.
The role emphasizes a structured 120-day PEP program, mentorship, virtual university access, and ongoing professional growth opportunities including CFP/ChFC designations and stock-ownership programs.
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