Junior Financial Advisor – Training & Growth Path

Equitable Advisors; Melville (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development School

Professional designations support

Sign-On Bonus eligibility

Stable pay during training

Job summary

Equitable Advisors in Melville, NY seeks an Entry-Level Financial Advisor to begin a structured path toward wealth management, licensing, and client service excellence. The role focuses on building client relationships, developing financial strategies, and advising on products in an in-office setting.

Training includes FINRA sponsorship, a 120-day hands-on program, and access to virtual university, mentorship, and leadership development, with a compensation structure that blends stable pay

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes include values-driven mindset and goal-oriented performance.
• Excellent communication and interpersonal abilities.
• Entrepreneurial mindset with willingness to help others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on clients' objectives and risk tolerance.
• Discuss and tailor financial products and services to clients’ needs.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Melville, NY seeks an Entry-Level Financial Advisor to begin a structured path toward wealth management, licensing, and client service excellence. The role focuses on building client relationships, developing financial strategies, and advising on products in an in-office setting.

Training includes FINRA sponsorship, a 120-day hands-on program, and access to virtual university, mentorship, and leadership development, with a compensation structure that blends stable pay