Licensed Wealth Advisor - Training Included

Equitable Advisors; New York (NY); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP training

Virtual University

Mentorship

Leadership Development School

Professional designations support (CFP

ChFC

Equitable credentials coaching

Sign-On Payment Eligibility ($250-$1,$

Job summary

Equitable Advisors in New York seeks a Financial Professional to build client relationships, develop personalized financial strategies, and discuss tailored financial products. The role requires active licensing and participation in sponsored training programs, with an emphasis on client engagement and wealth management.

In-office presence is required and a structured path to licensing is offered. The program includes FINRA sponsorship, a comprehensive 120-day hands-on training period, and

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Bachelor's degree

Licensing: Series 7

Licensing: Series 66

Licensing: SIE

Licensing: Life & Health

Communication skills

Entrepreneurial mindset

Work authorization United States

Team collaboration

Education

Bachelor's degree

Job description

Equitable Advisors in New York seeks a Financial Professional to build client relationships, develop personalized financial strategies, and discuss tailored financial products. The role requires active licensing and participation in sponsored training programs, with an emphasis on client engagement and wealth management.

In-office presence is required and a structured path to licensing is offered. The program includes FINRA sponsorship, a comprehensive 120-day hands-on training period, and