Wealth Advisor in Training — FINRA Licensed

Equitable Advisors; New York (NY); Sur place; USD 31 950 - 39 050; Plein temps

Avantages offerts par ce poste

Health, dental and vision benefits

401(k) plan

Employee Stock Purchase Plan

Flexible schedule

Commissions and bonus opportunities

Résumé du poste

Equitable Advisors is seeking passionate individuals to become wealth managers. You will cultivate client relationships through networking and provide tailored financial strategies to help individuals achieve their financial goals.

Required qualifications include a Bachelor's degree and appropriate licensing. The role offers opportunities for training, mentorship, and includes a structured path to success within a supportive workplace culture.

Join us in making a positive impact in the lives of our clients and communities.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: Must have State Life & Health, SIE, Series 7, Series 66.
• Mindset: Entrepreneurial spirit with a desire to positively impact others.

Responsabilités

• Build and nurture client relationships through networking and portfolio management.
• Devise personalized financial strategies based on clients' objectives.
• Consult on financial products and services tailored to clients' needs.

Connaissances

Client engagement

Financial strategy development

Communication skills

Licensing (State Life & Health, SIE, Series 7, Series 66)

Formation

Bachelor's degree or equivalent skills and work experience

Description du poste

Equitable Advisors is seeking passionate individuals to become wealth managers. You will cultivate client relationships through networking and provide tailored financial strategies to help individuals achieve their financial goals.

Required qualifications include a Bachelor's degree and appropriate licensing. The role offers opportunities for training, mentorship, and includes a structured path to success within a supportive workplace culture.

Join us in making a positive impact in the lives of our clients and communities.