Financial Professional — Structured Training & Growth

Equitable Advisors; New York (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Leadership Development

Professional Growth

Job summary

Equitable Advisors in New York, NY seeks a Financial Professional to build client relationships, craft financial plans, and discuss tailored products and services on a driven, results-oriented team.

The role emphasizes licensing (State Life & Health, SIE, Series 7, Series 66), in-office collaboration, and a structured path toward wealth-management licensing, with ongoing development and mentorship opportunities.

Qualifications

• Bachelor's degree or equivalent work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Authorized to work in the United States
• Values-driven with a track record of success and accomplishment

Responsibilities

• Develop client relationships through networking events and portfolio management.
• Understand clients' objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required to engage with clients and team.
• Maintain work-life balance with planned scheduling and productivity focus.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in New York, NY seeks a Financial Professional to build client relationships, craft financial plans, and discuss tailored products and services on a driven, results-oriented team.

The role emphasizes licensing (State Life & Health, SIE, Series 7, Series 66), in-office collaboration, and a structured path toward wealth-management licensing, with ongoing development and mentorship opportunities.