Future Advisor Training Program

Job Number: 10149

Job Number: 260000F3

External Description: ABOUT THE ROLE

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe'vehoned since 1859.

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

The Future Advisor Training Program provides a unique opportunity to explore the financial services industry through hands-on learning, mentorship, and professional development. Interns work alongside experienced Financial Professionals, gaining exposure to Wealth Management, Financial Protection solutions, and Estate Planning strategies while developing the skills and industry knowledge needed to launch a career in financial services. The program combines self-paced, virtual, and branch-based training to enhance professional development and industry knowledge.

This position offers an onsite work schedule, with 10 hours per week.

WHAT YOU'LL BE DOING

• Assist financial professionals in preparing for client and prospective client meetings by conducting research, analyzing client portfolios, assessing client needs, and supporting the development of financial planning recommendations.
• Research financial markets, investment solutions, and industry trends to support client discussions and business development initiatives.
• Observe client meetings, presentations, and sales interactions to gain insight into financial advisory practices and client engagement strategies.
• Complete training on financial products, compliance requirements, industry regulations, and professional development topics relevant to the financial services industry.
• Contribute to market development activities through prospecting, networking opportunities, and collaboration with financial professionals and team members.

PROGRAM DETAILS

Dates: 10-15-week program starting in early September
Hourly Rate: $22/hour
Location: Richmond, VA
WHAT YOU'LL BRING

Required

• Currently enrolled in an undergraduate or graduate program (junior or senior)
• Pursuing a degree in Business, Finance, or an equivalent field
  Minimum 3.0 GPA.
  

Preferred

• Leadership experience through campus, community, athletic, or extracurricular involvement.
• Demonstrated interest in financial services, wealth management, or financial advisory careers.
• Self-starter with an entrepreneurial mindset and results-oriented approach.
  

SKILLS

• Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.
• Business Development: Gain exposure to prospecting, networking, relationship-building, and market development strategies.
• Practice Management: Learn the operational, organizational, and client service aspects of running a successful financial services practice.
• Communication & Presentation Skills: Develop the ability to communicate with clients and colleagues through presentations, discussions, and professional interactions.
• Product Knowledge: Develop a foundational understanding of wealth management, financial protection, and financial planning solutions.
  

ABOUT EQUITABLE

At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. AGE-5950013.1(9/23)(exp.9/25)

Community / Marketing Title: Future Advisor Training Program

Location_formattedLocationLong: Richmond, Virginia US