Financial Professional: Licenses, Mentorship & Growth

Equitable Advisors; Melville (NY); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Stable pay

Commissions & Bonus

Benefits package

Job summary

Equitable Advisors seeks a Financial Professional in Melville, NY to build client relationships, assess financial goals, and craft personalized strategies while working with top performers.

The role emphasizes licensing through FINRA sponsorship, a 120-day training program, and access to Virtual University, mentorship, and leadership development. In-office presence and a focus on work-life balance are required.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• 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

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: 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.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Relationship Building

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a Financial Professional in Melville, NY to build client relationships, assess financial goals, and craft personalized strategies while working with top performers.

The role emphasizes licensing through FINRA sponsorship, a 120-day training program, and access to Virtual University, mentorship, and leadership development. In-office presence and a focus on work-life balance are required.