Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor Trainee — Licensing & Growth Path

Equitable Advisors

A financial services firm in California is seeking dedicated individuals to build strong client relationships and develop personalized financial strategies. You will guide clients through tailored financial products, ensuring their financial wellness. Candidates should have a Bachelor's degree, relevant licensing, and excellent communication skills. A commitment to client success and an entrepreneurial spirit are essential. Join a team that supports you with training and mentorship as you grow in the wealth management field. #J-18808-Ljbffr Equitable Advisors

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor Trainee — Licensing & Growth Path in Folsom, CA vacancy
  • Northwestern Mutual is seeking Financial Advisor Trainees to join a comprehensive training...  ...in financial planning. The role offers growth tracks, uncapped earning potential, and...  ...and investment strategies, and pursue licensing with company backing. #J-18808-Ljbffr... 
    Traineeship

    Northwestern Mutual

    Roseville, CA
    3 days ago
  •  ...strategies. Candidates should hold a Bachelor's degree and be passionate about helping others achieve financial wellness. Comprehensive training and development programs are provided, along with the opportunity for flexible schedules. #J-18808-Ljbffr Equitable Advisors
    Suggested
    Flexible hours

    Equitable Advisors

    Folsom, CA
    3 days ago
  • $64k - $148k

    Financial Advisor Trainees at Northwestern Mutual come from diverse backgrounds...  .... Begin a Career with: -Growth,early leadership tracks, and...  ...that put clients on a path to financial success. - Consult...  ...for investment and insurance licensing (not a prerequisite for hiring... 
    Traineeship

    Northwestern Mutual

    Roseville, CA
    3 days ago
  •  ..., nationally registered TAP program with paid instruction and on-the-job training. The program offers mentorship, access to latest technology, potential for growth, and progression toward a nationally recognized credential upon completion. #J-18808-Ljbffr Trane Italia
    Suggested
    Apprenticeship

    Trane Italia

    Rocklin, CA
    3 days ago
  • $100 - $150 per hour

     ...Turning Point Community Programs is seeking a Licensed Psychologist C linical Supervisor ....  ...Community Programs (TPCP) has offered a path to mental health and recovery since 1976....  ...psychotherapy or directly supervised trainees, interns, or associates that perform clinical... 
    Traineeship
    Hourly pay
    Immediate start
    Relocation package

    Turning Point Community Programs

    Rancho Cordova, CA
    7 days ago
  • Financial advisors partner with clients to help them achieve...  ...retirement, building wealth, estate strategies, and...  ...- Get registered and licensed and learn how to be a...  ...earning potential and growth, and your compensation...  ...compensation program includes trainee pay, a supplemental... 
    Traineeship
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Citrus Heights, CA
    2 days ago
  • Golden Summit Wealth & Insurance Solutions is seeking a licensed financial professional who is early in their career and ready for growth in Northern California. You’ll join a supportive platform designed to expand impact and autonomy while leveraging in-house resources... 
    Flexible hours

    Golden Summit Wealth & Insurance Solutions

    Roseville, CA
    3 days ago
  • $18 - $25 per hour

     ...on vehicles, we'll provide the training, mentorship, and career path to help you succeed. We invest in your future. From day one,...  ...the day High School Diploma or GED required Valid driver's license with an acceptable driving record At Group 1 Automotive... 
    Traineeship
    Hourly pay
    Apprenticeship
    Local area

    Group 1 Auto

    Folsom, CA
    3 days ago
  • Squarely Financial is seeking a revenue-generating advisor to own a defined client segment end-to-end, handling service, planning follow...  ...teams to execute plans while maintaining strong retention and growth within a high-volume book. #J-18808-Ljbffr Squarely Financial

    Squarely Financial

    Roseville, CA
    4 days ago
  • $17.2 - $17.8 per hour

     ...Assistant Manager Trainee Part-timeWith nearly 400 stores across the western United States...  ...members serve as a foundation for future growth, and our managers provide leadership and...  ...customer service backgrounds and/or educational paths well-suited for the industry.Primary... 
    Traineeship
    Part time

    Big 5 Sporting Goods

    Folsom, CA
    4 days ago
  • Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to manage ongoing client relationships and drive comprehensive planning and investment discussions. This role offers a hybrid work arrangement and focuses on delivering personalized financial plans... 

    Wealth Enhancement Group, LLC

    Folsom, CA
    5 days ago
  • $69.7k - $87.12k

     ...experienced team members, assessing progress of trainees and adding additional duties as...  ...customer satisfaction, providing ongoing growth and development opportunities for team members...  ...education and experience, certificates, licenses, registrations or professional... 
    Traineeship
    Local area
    Flexible hours
    Night shift

    DSV

    Folsom, CA
    3 days ago
  • $57.31k

     ...manager in training, you can count on a career path with a clear beginning and an open end...  ...position requires a valid CA Drivers license. Must have a minimum of six months experience...  ...interviewed with Enterprise for the Management Trainee position in the last 12 months.... 
    Traineeship
    Work at office
    Immediate start

    Enterprise Holdings

    Folsom, CA
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming...  ...planning. On your path to becoming a financial...  ...building and obtaining licenses. Our award-winning...  ...including investments for growth, insurance for protection...  ...Northwestern Mutual Wealth Management Company® (NMWMC... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Roseville, CA
    2 days ago
  •  ...America in Roseville, California is seeking candidates for the Advisor Development Program aimed at aspiring Financial Advisors. Responsibilities...  ...financial solutions. Ideal candidates will hold Series 7 & 66 licenses, possess strong interpersonal skills, and have at least a year... 

    Bank of America

    Roseville, CA
    4 days ago
  •  ...BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance...  ...management experience. FINRA Series 65 license or combination of Series 66 and Series 7...  ...client relationships, identifying growth opportunities, and coaching team members... 
    Temporary work
    Work at office
    Flexible hours

    BridgePort Financial Solutions

    Roseville, CA
    3 days ago
  • BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning strategies, and help grow client relationships... 

    BridgePort Financial Solutions

    Roseville, CA
    4 days ago
  •  ...Solutions seeks an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated...  ...among the advisor team, fostering growth and trust across the client base. Ideal...  ...10+ years in wealth management, FINRA licensing, and a proven ability to lead... 

    BridgePort Financial Solutions

    Roseville, CA
    6 days ago
  • $18 - $25 per hour

     ...with customers. ~ Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred. Be a part of a bank that...  ...skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals. The pay range for... 
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    Roseville, CA
    3 days ago
  •  ...experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through...  ...as a trusted advisor, supports business growth through client acquisition, and provides...  ...-net-worth clients. FINRA Series 65 license or combination of Series 66 and Series 7... 
    Temporary work
    Work at office
    Flexible hours

    BridgePort Financial Solutions

    Roseville, CA
    5 days ago
  • $18 - $25 per hour

     ...on vehicles, we'll provide the training, mentorship, and career path to help you succeed. We invest in your future. From day one,...  ...the day High School Diploma or GED required Valid driver's license with an acceptable driving record At Group 1 Automotive ,... 
    Traineeship
    Hourly pay
    Apprenticeship

    Group 1 Automotive, Inc.

    Folsom, CA
    16 days ago
  •  ...and testing approaches. Train inspector trainees in all applicable aspects of fire...  ...Other Qualifications: Valid driver's license with acceptable driving record required....  ...Security is a dynamic organization with endless growth opportunities spanning over 70 locations... 
    Traineeship
    Temporary work
    Apprenticeship
    Work at office
    Local area
    Flexible hours

    Summit Fire & Security

    Rocklin, CA
    5 days ago
  • $17.5 - $18.3 per hour

     ...minded individual on our team.The Management Trainee position is the perfect career...  ...members serve as a foundation for future growth, and our managers provide leadership and...  ...customer service backgrounds and/or educational paths well-suited for the industry.Primary DutiesProvide... 
    Traineeship
    Full time

    Big 5 Sporting Goods

    Citrus Heights, CA
    3 days ago
  •  ...upholding risk and compliance standards. Experience in financial services, strong communication, and flexibility to work weekends or extended hours are valued. Training will be provided, with opportunities for growth within the branch network. #J-18808-Ljbffr Bank of America
    Weekend work

    Bank of America

    Roseville, CA
    4 days ago
  • Bank of America is hiring to engage clients in the lobby, educate them on self-service resources such as mobile banking, online banking, and ATM transactions. You will accurately process cash transactions and build client relationships to understand their financial goals...
    Weekend work

    Bank of America

    Folsom, CA
    4 days ago
  •  ...the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and...  ...perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Folsom, CA
    4 days ago
  • $25 - $26.77 per hour

     ...the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and...  ...perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education... 
    Hourly pay
    Work at office
    Flexible hours
    Weekend work

    Bank of America

    Folsom, CA
    4 days ago
  •  ...standards changes. Train service technician trainees all applicable aspects of fire protection...  ...Qualifications: Valid driver's license with acceptable driving record required....  ...is a dynamic organization with endless growth opportunities spanning over 70 locations... 
    Traineeship
    Temporary work
    Apprenticeship
    Work at office
    Local area
    Flexible hours

    Summit Fire & Security

    Rocklin, CA
    1 day ago
  • $17.2 - $17.8 per hour

     ...Assistant Manager Trainee Part-timeWith nearly 400 stores across the western United States...  ...members serve as a foundation for future growth, and our managers provide leadership and...  ...customer service backgrounds and/or educational paths well-suited for the industry.Primary... 
    Traineeship
    Hourly pay
    Part time

    Big 5 Sporting Goods

    Roseville, CA
    4 days ago
  •  ...associates to serve our customers Foster the growth and development of associates through...  ...of rewards to support your health, wealth, and mental well-being. In addition to medical...  ...their communities. We see an exciting path forward as our company continues to grow... 
    Traineeship
    Full time
    Contract work

    Dollar Tree

    Roseville, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor Trainee — Licensing & Growth Path. Be the first to apply!