Financial Professional — Structured Training & Wealth Growth

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

Job summary

Equitable Advisors in New York, NY is seeking a Financial Professional to build client relationships, develop financial strategies, and guide clients through licensing and wealth-management pathways.

This in-office role offers a structured training program, FINRA sponsorship, mentorship, and opportunities to pursue CFP, ChFC, and other credentials while earning commissions and stable pay during the initial period.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include Life & Health, SIE, Series 7 and Series 66.
• Must be authorized to work in the United States.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with a track record of impact.

Responsibilities

• 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

Client engagement

Financial advisory

Networking

Communication

Entrepreneurial mindset

Education

Bachelor's degree

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

Job description

Equitable Advisors in New York, NY is seeking a Financial Professional to build client relationships, develop financial strategies, and guide clients through licensing and wealth-management pathways.

This in-office role offers a structured training program, FINRA sponsorship, mentorship, and opportunities to pursue CFP, ChFC, and other credentials while earning commissions and stable pay during the initial period.