Wealth Advisor Trainee

Equitable Advisors

Melville (NY)

On-site

USD 60,000 - 90,000

Full time

2 days ago

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Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Stable pay

Commissions & bonus

Benefits package

Job summary

Equitable Advisors is seeking a Financial Professional in Melville, NY to build client relationships, develop personalized financial strategies, and discuss tailored products. In-office presence is required, with a focus on balanced schedules and career growth through structured licensing paths and ongoing training.

The role offers FINRA sponsorship for licensing, access to Virtual University, mentorship, and leadership development, with potential for CFP/ChFC credentials and commission-based

Qualifications

Bachelor's degree or equivalent skills and work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
Must be authorized to work in the United States.
Excellent interpersonal and communication abilities with self-confidence.
Entrepreneurial mindset and ability to collaborate with top performers.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Develop financial strategies based on clients' objectives and risk tolerance.
Discuss financial products and services tailored to clients' situations.
In-office presence required.
Work-life balance with flexible scheduling.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

The role offers FINRA sponsorship for licensing, access to Virtual University, mentorship, and leadership development, with potential for CFP/ChFC credentials and commission-based

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