Junior Financial Advisor — Training & Growth Path

Equitable Advisors; New York (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP training

Virtual University

Mentorship program

Leadership Development School

CFP/ChFC path

Sign-On Bonus eligibility

Stable biweekly pay

Commissions and Bonus

Benefits package

Job summary

Equitable Advisors in New York, NY is seeking an entry-level Financial Advisor to build client relationships, develop financial strategies, and discuss tailored products. A Bachelor's degree or equivalent and licensing (State Life & Health, SIE, Series 7, Series 66) is required, along with work authorization in the United States.

In-office presence is required and a clear training path is offered. You will benefit from FINRA sponsorship, a comprehensive 120-day hands-on training, Virtual

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Ability to collaborate with 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 personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Values-driven

Entrepreneurial mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors in New York, NY is seeking an entry-level Financial Advisor to build client relationships, develop financial strategies, and discuss tailored products. A Bachelor's degree or equivalent and licensing (State Life & Health, SIE, Series 7, Series 66) is required, along with work authorization in the United States.

In-office presence is required and a clear training path is offered. You will benefit from FINRA sponsorship, a comprehensive 120-day hands-on training, Virtual