Licensed Financial Professional – Wealth Growth & Training

Equitable Advisors; New York (NY); On-site; USD 36,000 - 70,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Biweekly stable pay

401(k) and insurance benefits

Mentorship and training programs

Job summary

A leading financial services firm in New York seeks passionate individuals to build client relationships and develop personalized financial strategies. This role requires a Bachelor's degree or equivalent experience, with significant focus on communication and interpersonal skills. Successful candidates will undergo comprehensive training, including FINRA licensing support. The firm promotes a culture of social impact and community engagement, offering competitive compensation and a structured career path in wealth management. Applications are welcome anytime.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment essential.
• Strong self-confidence and interpersonal skills required.

Responsibilities

• Develop personalized financial strategies leveraging client insights.
• Build and nurture client relationships for financial growth.
• Consult on tailored financial products and services.

Skills

Interpersonal communication

Networking

Client relationship management

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

SIE

Series 7

Series 66

Job description

A leading financial services firm in New York seeks passionate individuals to build client relationships and develop personalized financial strategies. This role requires a Bachelor's degree or equivalent experience, with significant focus on communication and interpersonal skills. Successful candidates will undergo comprehensive training, including FINRA licensing support. The firm promotes a culture of social impact and community engagement, offering competitive compensation and a structured career path in wealth management. Applications are welcome anytime.