Wealth Advisor: Client-Centered Financial Growth

Equitable Advisors; Melville (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP 120-day hands-on training

Virtual University access

Mentorship by VP sponsor

Leadership Development School

CFP/ChFC guidance support

Sign-On Payment Eligibility: $250-$1,0

Stable biweekly pay for up to 24 mo: $

Health, dental, vision, 401(k), ESPP,/

Job summary

Equitable Advisors seeks a driven financial professional to build client relationships, manage portfolios and develop personalized financial strategies in an in-office setting. You will engage clients, understand objectives, and present tailored product recommendations while pursuing licensing and growth opportunities.

The role emphasizes proactive networking, ongoing mentorship, and a structured path to wealth management with comprehensive training and attainable compensation through base pay,

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7 and Series 66 licenses are required.
• US work authorization is required to work in the United States.
• Strong communication, relationship-building and self-motivation are essential.
• Entrepreneurial mindset with a drive to positively impact clients.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, with ongoing progress tracking.
• Develop financial strategies aligned to clients' objectives and risk tolerance, and provide clear guidance.
• Consult on products and services tailored to clients' situations.
• Work in-office and maintain a flexible schedule to balance productivity and personal time.

Skills

Interpersonal skills

Communication skills

Self-confidence

Licensing: Life/Health

Licensing: SIE

Licensing: Series 7

Licensing: Series 66

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a driven financial professional to build client relationships, manage portfolios and develop personalized financial strategies in an in-office setting. You will engage clients, understand objectives, and present tailored product recommendations while pursuing licensing and growth opportunities.

The role emphasizes proactive networking, ongoing mentorship, and a structured path to wealth management with comprehensive training and attainable compensation through base pay,