Junior Financial Advisor: Training, Licensing & Growth

Equitable Advisors; Stamford (CT); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

FINRA Sponsorship

120‑day training

Mentorship

Virtual University

Stable pay for 24 months

Commissions & Bonus

Benefits package

Job summary

Equitable Advisors in Stamford, CT seeks motivated professionals to start a career in wealth management. You will engage clients, develop financial strategies, and discuss products and services while working in-office.

The program includes FINRA licensing sponsorship, a comprehensive 120-day training period, and access to virtual university and mentorship. After training, biweekly stable pay plus commissions and bonuses support your early career in wealth management.

Qualifications

• Bachelor's degree or equivalent work experience.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Entrepreneurial spirit with a drive to impact others.
• Collaborates with top performers to learn and grow.
• 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' unique situations.
• Maintain consistent communication and track progress with clients.

Skills

Client relationship building

Communication skills

Networking

Sales mindset

Team collaboration

Work Authorization (US)

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Stamford, CT seeks motivated professionals to start a career in wealth management. You will engage clients, develop financial strategies, and discuss products and services while working in-office.

The program includes FINRA licensing sponsorship, a comprehensive 120-day training period, and access to virtual university and mentorship. After training, biweekly stable pay plus commissions and bonuses support your early career in wealth management.