Entry-Level Wealth Advisor — Licensing & Mentorship

Equitable Advisors; Secaucus (NJ); Hybrid; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Stable pay program

Benefits eligibility

Zusammenfassung

Equitable Advisors in Secaucus, NJ is seeking an Entry Level Wealth Manager to build client relationships, develop financial strategies, and discuss products tailored to clients' needs. The role requires in-office presence and offers structured training with FINRA sponsorship and a 120-day hands-on PEP program.

You'll have access to Virtual University, mentorship, and leadership development, with potential for CFP/ChFC designations.

Qualifikationen

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success and accomplishment.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Aufgaben

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required

Kenntnisse

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Collaboration

Work authorization

Ausbildung

Bachelor's degree or equivalent skills and work experience

Jobbeschreibung

Equitable Advisors in Secaucus, NJ is seeking an Entry Level Wealth Manager to build client relationships, develop financial strategies, and discuss products tailored to clients' needs. The role requires in-office presence and offers structured training with FINRA sponsorship and a 120-day hands-on PEP program.

You'll have access to Virtual University, mentorship, and leadership development, with potential for CFP/ChFC designations.