Entry-Level Wealth Advisor – Licensing & Mentorship

Equitable Advisors; Melville (NY); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Sign-on payment eligibility

Comprehensive benefits programs

Mentorship opportunities

Job summary

A leading financial services firm is seeking a Financial Professional to engage clients, develop personalized financial strategies, and consult on various financial products. This entry-level role offers a structured career path with comprehensive training and support, including a 120-day hands-on training period. Candidates must have a Bachelor’s degree and be authorized to work in the United States. The position requires in-office presence and offers flexible schedules and a stable pay structure.

Qualifications

• Must have a Bachelor's degree or equivalent experience.
• Must be authorized to work in the United States.
• Strong communication skills required.

Responsibilities

• Build and nurture client relationships through networking.
• Develop financial strategies based on client objectives.
• Provide consultation on financial products and services.

Skills

Excellent interpersonal and communication abilities

Values-driven with a track record of success

Entrepreneurial spirit

Ability to work with and learn from top performers

Education

Bachelor's degree or equivalent skills

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A leading financial services firm is seeking a Financial Professional to engage clients, develop personalized financial strategies, and consult on various financial products. This entry-level role offers a structured career path with comprehensive training and support, including a 120-day hands-on training period. Candidates must have a Bachelor’s degree and be authorized to work in the United States. The position requires in-office presence and offers flexible schedules and a stable pay structure.