Wealth Advisor in Training | Licensing & Mentorship

Equitable Advisors; New York (NY); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

Comprehensive Training

Mentorship

Stable Pay

Job summary

Equitable Advisors is a national financial services firm that offers a clear path to wealth management through licensing and structured training. The role focuses on client engagement, strategy development, and product guidance within a collaborative environment.

Based in New York, the position emphasizes an in-office presence, ongoing professional development, and opportunities to pursue CFP, ChFC, and other credentials as part of career growth.

Qualifications

• Bachelor's degree or equivalent work experience required.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Entrepreneurial spirit focused on helping others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through events and portfolio management.
• Develop financial strategies aligned with client objectives and risk tolerance.
• Provide product and service consultations tailored to clients.
• In-office presence required.
• Maintain flexible schedule to balance work and personal time.

Skills

Education

Licensing

Personal Attributes

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is a national financial services firm that offers a clear path to wealth management through licensing and structured training. The role focuses on client engagement, strategy development, and product guidance within a collaborative environment.

Based in New York, the position emphasizes an in-office presence, ongoing professional development, and opportunities to pursue CFP, ChFC, and other credentials as part of career growth.