Junior Wealth Advisor: Launch Your Career

Equitable Advisors; Melville (NY); On-site; USD 36,000 - 50,000; Full time

Benefits offered by this job

FINRA licensing sponsorship

Mentorship program

Stable pay (up to 24 months)

Commissions and bonuses

Benefits package (health, dental, VIs,

Job summary

Equitable Advisors in Melville, NY is seeking an Entry-Level Financial Advisor who will build client relationships, develop financial strategies and discuss products to help clients reach goals. In-office presence required.

The role includes FINRA sponsorship for licensing, a 120-day training period, mentorship from a VP, access to virtual university, and a path to professional designations. Competitive compensation includes stable biweekly pay for up to 24 months, plus commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven mindset with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with self-confidence.

Responsibilities

• Client engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Financial strategy development: Understand clients' financial objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Product and service consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Work authorization US

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors in Melville, NY is seeking an Entry-Level Financial Advisor who will build client relationships, develop financial strategies and discuss products to help clients reach goals. In-office presence required.

The role includes FINRA sponsorship for licensing, a 120-day training period, mentorship from a VP, access to virtual university, and a path to professional designations. Competitive compensation includes stable biweekly pay for up to 24 months, plus commissions and bonuses.