Wealth Advisor in Training – Licensing & Growth

Equitable Advisors; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health, dental and vision

401(k) and ESPP

Disability and life insurance

Transportation Reimbursement Program (

Biennial bonuses

Job summary

Equitable Advisors, based in New York, NY, invites experienced Financial Professionals to join our office-based team. This role focuses on engaging clients, crafting tailored financial strategies, and recommending suitable products and services.

Training includes FINRA sponsorship and comprehensive onboarding to support licensing pathways. In-office presence is required, with a clear path toward a wealth-management career and opportunities for growth through mentorship, coaching, and leadership

Qualifications

• Education: Bachelor's degree or equivalent.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work authorization to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Interpersonal skills

Communication

Entrepreneurial mindset

Collaboration

US work authorization

Education

Bachelor's degree or equivalent

Tools

State Life & Health licensing

SIE license

Series 7

Series 66

Job description

Equitable Advisors, based in New York, NY, invites experienced Financial Professionals to join our office-based team. This role focuses on engaging clients, crafting tailored financial strategies, and recommending suitable products and services.

Training includes FINRA sponsorship and comprehensive onboarding to support licensing pathways. In-office presence is required, with a clear path toward a wealth-management career and opportunities for growth through mentorship, coaching, and leadership