Junior Wealth Manager: Training & Licensing Path

Equitable Advisors; New York (NY); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Personalized Coaching

Leadership Development

Professional Growth CFP/ChFC

Job summary

Equitable Advisors in New York, NY is seeking motivated financial professionals to build client relationships, develop financial strategies, and advise on products and services.

You'll complete FINRA licensing through sponsorship, participate in a 120-day training, and access virtual university and mentorship. The role emphasizes work-life balance with in-office requirements and a path to wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self confidence.
• Entrepreneurial mindset with willingness to collaborate with top performers.

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.

Skills

Client relations

Communication

Entrepreneurial mindset

Collaboration

Licensing: Life & Health, SIE, Series

Education

Bachelor's degree or equivalent

Tools

FINRA licenses

Job description

Equitable Advisors in New York, NY is seeking motivated financial professionals to build client relationships, develop financial strategies, and advise on products and services.

You'll complete FINRA licensing through sponsorship, participate in a 120-day training, and access virtual university and mentorship. The role emphasizes work-life balance with in-office requirements and a path to wealth management.