Wealth Advisor in Training — Licensing & Mentorship

Equitable Advisors; Port Reading (NJ); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Stable Pay

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors in Woodbridge, NJ, seeks a Wealth Management Associate to help clients achieve financial goals through engagement, portfolio guidance, and personalized strategies. This role emphasizes relationship building, licensing progress, and in-office collaboration to deliver tailored solutions.

You will develop financial plans, understand risk tolerance, and work with a team focusing on client-centric service, professional growth, and a clear pathway to CFP/ChFC designations through

Qualifications

• Bachelor's degree or equivalent work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with self-confidence.
• Values-driven with entrepreneurial spirit.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies
• Discuss financial products and services tailored to clients' unique situations
• In-office presence required
• Flexible schedule to maximize productivity and personal time

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in Woodbridge, NJ, seeks a Wealth Management Associate to help clients achieve financial goals through engagement, portfolio guidance, and personalized strategies. This role emphasizes relationship building, licensing progress, and in-office collaboration to deliver tailored solutions.

You will develop financial plans, understand risk tolerance, and work with a team focusing on client-centric service, professional growth, and a clear pathway to CFP/ChFC designations through