In-Office Entry-Level Wealth Advisor: Training & Licensing

Equitable Advisors; United States; Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

FINRA sponsorship

Comprehensive training (PEP)

Mentorship

Stable pay for 24 months

Licensing support (CFP/ChFC)

Job summary

Equitable Advisors seeks Entry Level Wealth Manager in Secaucus, NJ. You will build client relationships, develop financial strategies, and discuss products tailored to clients' needs while maintaining strong communication and transparency.

This in-office role offers growth through licensing support and a clear path to a wealth management career. Applicants should have a Bachelor's degree, US work authorization, and licenses or willingness to obtain FINRA licenses.

Qualifications

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

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise strategies and guidance.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Client Relationships

Entrepreneurial Mindset

Collaboration

Work Authorization US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks Entry Level Wealth Manager in Secaucus, NJ. You will build client relationships, develop financial strategies, and discuss products tailored to clients' needs while maintaining strong communication and transparency.

This in-office role offers growth through licensing support and a clear path to a wealth management career. Applicants should have a Bachelor's degree, US work authorization, and licenses or willingness to obtain FINRA licenses.