Entry-Level Wealth Advisor with Licensing Path

Equitable Advisors; Stamford (CT); On-site; USD 35,000 - 46,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP/ChFC path guidance

Sign-On Bonus eligibility

Job summary

Equitable Advisors is recruiting in Stamford, CT for a Wealth Management track that provides a structured path to licensing and employment. You will engage clients, manage portfolios, and build relationships through networking events.

Role focuses on developing personalized financial strategies, understanding client objectives and risk tolerance, and advising on suitable financial products and services to meet client needs.

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 required/licensing track provided.
• Strong communication and interpersonal abilities with self-confidence.
• Entrepreneurial mindset with a desire to help others.
• Must be authorized to work in the United States.

Responsibilities

• Engage clients and nurture relationships through networking events and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss financial products and services tailored to each client’s situation.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Licensing: Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is recruiting in Stamford, CT for a Wealth Management track that provides a structured path to licensing and employment. You will engage clients, manage portfolios, and build relationships through networking events.

Role focuses on developing personalized financial strategies, understanding client objectives and risk tolerance, and advising on suitable financial products and services to meet client needs.