Financial Advisor Trainee: Licensing & Wealth Growth

Equitable Advisors; Melville (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) enrollment

Employee stock purchase plan (ESPP)

Disability & life insurance

Transportation reimbursement

Job summary

Equitable Advisors seeks a Financial Professional in Melville, NY to build and nurture client relationships, understand objectives, and develop personalized financial strategies. You will discuss products and services, work with top performers, and progress through FINRA licensing with supported training.

The role emphasizes in-office presence, a structured 120-day training period, and mentorship opportunities, with comprehensive benefits and a clear path to wealth-management leadership.

Qualifications

• Bachelor's degree or equivalent work experience is required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 is required or in progress.
• Excellent interpersonal and communication abilities with a values-driven track record.
• Must be authorized to work in the United States.

Responsibilities

• Engage with clients and build relationships through networking events and portfolio management.
• Develop financial strategies based on clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.
• In-office presence is required; balance productivity with personal time.

Skills

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Licensing (SIE, Series 7, 66, Life & 2

Education

Bachelor's degree

Equivalent work experience

Job description

Equitable Advisors seeks a Financial Professional in Melville, NY to build and nurture client relationships, understand objectives, and develop personalized financial strategies. You will discuss products and services, work with top performers, and progress through FINRA licensing with supported training.

The role emphasizes in-office presence, a structured 120-day training period, and mentorship opportunities, with comprehensive benefits and a clear path to wealth-management leadership.