Wealth Advisor: Licensing & Mentorship Path

Equitable Advisors; New York (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan with company matching

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is actively seeking professionals to join our in-office team, offering a structured path to becoming a wealth manager through licensing and employment. You will engage clients, develop strategies, and consult on financial products while building relationships and growing your career within a supportive mentorship environment.

Expect comprehensive training, FINRA licensing sponsorship, and a stable pay path during the initial PEP period, followed by opportunities for

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Work authorization to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and recommendations.
• Discuss financial products and services tailored to clients' situations.
• Location: in-office presence required.
• Work-life balance with a flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Networking

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is actively seeking professionals to join our in-office team, offering a structured path to becoming a wealth manager through licensing and employment. You will engage clients, develop strategies, and consult on financial products while building relationships and growing your career within a supportive mentorship environment.

Expect comprehensive training, FINRA licensing sponsorship, and a stable pay path during the initial PEP period, followed by opportunities for