Client-Focused Wealth Advisor: Licensing & Mentorship

Equitable Advisors; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Stable pay for 24 months

Commissions and bonus

Career development

Job summary

Equitable Advisors is seeking a Financial Professional in New York to build and nurture client relationships, understand objectives, and develop personalized financial strategies. This role requires in-office presence, licensing, and a pathway through our FINRA training program, with mentorship and opportunities for CFP or other designations.

Join a network of professionals committed to helping clients achieve financial wellness and a culture that supports growth, certification, and long-term

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Communication skills

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking a Financial Professional in New York to build and nurture client relationships, understand objectives, and develop personalized financial strategies. This role requires in-office presence, licensing, and a pathway through our FINRA training program, with mentorship and opportunities for CFP or other designations.

Join a network of professionals committed to helping clients achieve financial wellness and a culture that supports growth, certification, and long-term