Aspiring Wealth Manager — Training, Mentorship & Growth

Equitable Advisors; New York (NY); On-site; USD 31,000 - 38,000; Full time

Benefits offered by this job

FINRA sponsorship for licensing

Comprehensive benefits program

Mentorship and coaching opportunities

Stable pay for initial 24 months

Job summary

A financial services firm in New York seeks a Wealth Manager to develop client relationships and create personalized financial strategies. Candidates should have a Bachelor's degree and essential licenses. They will enjoy a structured training program, mentorship, and stable pay during their development. The role emphasizes community impact and an inclusive culture, with ongoing applications accepted for this impactful career opportunity.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Collaborative with top performers and willing to learn.

Responsibilities

• Build and nurture client relationships through networking.
• Understand clients' financial objectives and devise strategies.
• Discuss financial products tailored to clients' needs.

Skills

Excellent interpersonal skills

Strong communication abilities

Entrepreneurial mindset

Values-driven

Education

Bachelor's degree or equivalent experience

Tools

State Life & Health licensing

SIE certification

Series 7 certification

Series 66 certification

Job description

A financial services firm in New York seeks a Wealth Manager to develop client relationships and create personalized financial strategies. Candidates should have a Bachelor's degree and essential licenses. They will enjoy a structured training program, mentorship, and stable pay during their development. The role emphasizes community impact and an inclusive culture, with ongoing applications accepted for this impactful career opportunity.