Wealth Advisor – FINRA Licensed with Training & Growth

Equitable Advisors; Stamford (CT); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health, Dental, Vision

401(k)

ESPP

Disability Insurance

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors in Stamford, CT is seeking a motivated wealth management professional to build enduring client relationships, develop personalized financial strategies, and guide clients through investment decisions.

The role includes licensed FINRA sponsorship, comprehensive training, and opportunities to pursue CFP or ChFC designations, with a structured path to advancement and biweekly pay plus commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and communication abilities.
• Entrepreneurial mindset with client-focused approach.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop financial strategies aligned with clients' objectives and risk tolerance.
• Discuss and tailor financial products and services.
• Collaborate with top performers and participate in training programs.
• Navigate FINRA licensing and compliance during onboarding.

Skills

Client relationship building

Communication skills

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in Stamford, CT is seeking a motivated wealth management professional to build enduring client relationships, develop personalized financial strategies, and guide clients through investment decisions.

The role includes licensed FINRA sponsorship, comprehensive training, and opportunities to pursue CFP or ChFC designations, with a structured path to advancement and biweekly pay plus commissions and bonuses.