Licensed Wealth Advisor – In-Office Training & Growth

Equitable Advisors; Melville (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP/ChFC Path

Sign-On Payment Eligibility

Stable Biweekly Pay

Commissions & Bonus

Benefits Eligibility

Job summary

Equitable Advisors seeks a Financial Professional in Melville, NY to build client relationships, craft financial strategies, and advise on tailored products and services. In-office presence is required to maximize collaboration and client outcomes.

The role emphasizes licensing, ongoing training, FINRA sponsorship, and a structured pathway with mentorship and growth opportunities. Strong communication and an entrepreneurial mindset are valued.

Qualifications

• Bachelor's degree or equivalent.
• Licensing required: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to collaborate with top performers.
• In-office presence required.

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.
• Location is in-office; ensure regular client engagement and planning.

Skills

Client Engagement

Financial Strategy

Product Consultation

In-office

Work-Life Balance

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors seeks a Financial Professional in Melville, NY to build client relationships, craft financial strategies, and advise on tailored products and services. In-office presence is required to maximize collaboration and client outcomes.

The role emphasizes licensing, ongoing training, FINRA sponsorship, and a structured pathway with mentorship and growth opportunities. Strong communication and an entrepreneurial mindset are valued.