Wealth Advisor in Training — Licensing Path

equitable; New York (NY); Sur place; USD 36 000 - 52 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Résumé du poste

Equitable Advisors is recruiting for a wealth management track to build client relationships, develop customized financial strategies, and discuss products and services tailored to clients' needs. In-office presence is required, with a development path through licensing, training, and mentorship.

Ideal candidates hold a Bachelor's degree or equivalent, and state licensing (Life & Health, SIE, Series 7, Series 66).

Qualifications

• Bachelor’s degree or equivalent skills and work experience.
• 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.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsabilités

• 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.

Connaissances

Client relationship building

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Formation

Bachelor's degree or equivalent

Description du poste

Equitable Advisors is recruiting for a wealth management track to build client relationships, develop customized financial strategies, and discuss products and services tailored to clients' needs. In-office presence is required, with a development path through licensing, training, and mentorship.

Ideal candidates hold a Bachelor's degree or equivalent, and state licensing (Life & Health, SIE, Series 7, Series 66).