Aspiring Wealth Advisor — Licensing & Mentorship

Equitable Advisors

New York (NY)

On-site

USD 65,000 - 120,000

Full time

2 days ago

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Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

CFP/ChFC pathway

Sign-On Bonus

Job summary

Equitable Advisors in New York, NY is seeking a Financial Services Professional to engage clients, develop personalized financial strategies, and consult on products and services. The role requires in-office presence and supports a structured career path with licensing sponsorship.

Applicants should have a Bachelor's degree or equivalent, hold or pursue licenses (Life & Health, SIE, Series 7, Series 66), and demonstrate an entrepreneurial mindset with strong communication and collaboration

Qualifications

Bachelor's degree or equivalent skills and work experience required.
State Life & Health, SIE, Series 7, Series 66 licensing knowledge or pursuit is expected.
Values-driven with a track record of success and accomplishment.
Excellent interpersonal and communication abilities with high self-confidence.
Entrepreneurial mindset with a desire to positively impact others' lives.
Ability to collaborate with top performers and learn continuously.
Must be authorized to work in the United States.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Develop financial strategies by understanding clients' objectives and risk tolerance and offering guidance.
Discuss financial products and services tailored to clients' needs and situations.
In-office presence is required for this role.
Maintain a flexible schedule to balance work and personal time.