Wealth Advisor Trainee

Equitable Advisors; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

Professional growth

Job summary

Equitable Advisors in Secaucus, NJ seeks a Wealth Management Associate to build client relationships, develop financial strategies, and discuss tailored financial products. In-office presence is required with a flexible schedule to balance productivity and client needs.

The role requires a Bachelor's degree and FINRA licenses (Life & Health, SIE, Series 7, 66). Training includes FINRA sponsorship, a 120-day PEP, and access to virtual learning and mentorship to support professional growth.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors in Secaucus, NJ seeks a Wealth Management Associate to build client relationships, develop financial strategies, and discuss tailored financial products. In-office presence is required with a flexible schedule to balance productivity and client needs.

The role requires a Bachelor's degree and FINRA licenses (Life & Health, SIE, Series 7, 66). Training includes FINRA sponsorship, a 120-day PEP, and access to virtual learning and mentorship to support professional growth.