Wealth Advisor in Training - Growth & Licensing

Equitable Advisors; New York (NY); In loco; USD 80.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development School

Sign-On Bonus eligibility

Descrizione del lavoro

Equitable Advisors in New York, NY seeks a Wealth Management Associate to help build client relationships and design financial strategies under supervision. You will engage clients, discuss products and services, and assist with portfolio guidance while advancing through licensing paths.

The role includes FINRA sponsorship, a 120-day training period, access to virtual university, mentorship, and opportunities for designation such as CFP or ChFC, with competitive compensation and benefits.

Competenze

• Bachelor's degree or equivalent experience.
• Licensing required: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and strong communication skills.

Mansioni

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and clear recommendations.
• Discuss financial products and services tailored to clients' needs.
• In-office presence required; contribute to team collaboration and mentorship.

Conoscenze

Client engagement

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization

Formazione

Bachelor's degree

Descrizione del lavoro

Equitable Advisors in New York, NY seeks a Wealth Management Associate to help build client relationships and design financial strategies under supervision. You will engage clients, discuss products and services, and assist with portfolio guidance while advancing through licensing paths.

The role includes FINRA sponsorship, a 120-day training period, access to virtual university, mentorship, and opportunities for designation such as CFP or ChFC, with competitive compensation and benefits.