Wealth Advisor Career Path — Licensing & Mentorship

Equitable Advisors; Stamford (CT); On-site; USD 36,000 - 45,000; Full time

Benefits offered by this job

Sign-On Bonus

Stable Pay (24 months)

Commission & Bonus

Benefits Package

Job summary

Equitable Advisors in Stamford, CT is seeking proactive financial professionals to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role emphasizes in-office collaboration, licensing through FINRA, and a structured development program to grow into a wealth-management career.

The program provides sponsored licensing, 120-day training, mentorship, and ongoing coaching, with stable pay during early years and opportunities for

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success.
• 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.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Maintain a flexible schedule to maximize productivity and personal time.

Skills

Networking

Portfolio management

Communication

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent experience

Job description

Equitable Advisors in Stamford, CT is seeking proactive financial professionals to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role emphasizes in-office collaboration, licensing through FINRA, and a structured development program to grow into a wealth-management career.

The program provides sponsored licensing, 120-day training, mentorship, and ongoing coaching, with stable pay during early years and opportunities for