Wealth Advisor Trainee: Client Strategy

Equitable Advisors; New York (NY); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

FINRA licensing sponsorship

PEP training program

Mentorship

Professional growth

Stable pay program

Commissions and bonus

Résumé du poste

Equitable Advisors is seeking a Wealth Management Associate in New York, NY, to cultivate client relationships, develop financial strategies, and provide tailored product recommendations. The role emphasizes in-office collaboration and a balanced schedule within a structured program that includes comprehensive training and licensing support.

Successful candidates will possess a bachelor’s degree or equivalent experience, strong communication skills, and an entrepreneurial mindset.

Qualifications

• Bachelor’s degree or equivalent skills and work experience.
• Must be authorized to work in the United States.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Strong interpersonal and communication abilities with self-confidence.

Responsabilités

• 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' situations.
• In-office presence is required.
• Maintain work-life balance with a flexible schedule.

Connaissances

Client engagement

Communication

Entrepreneurial mindset

Team collaboration

Licensing

Formation

Bachelor's degree

Outils

FINRA licensing

Description du poste

Equitable Advisors is seeking a Wealth Management Associate in New York, NY, to cultivate client relationships, develop financial strategies, and provide tailored product recommendations. The role emphasizes in-office collaboration and a balanced schedule within a structured program that includes comprehensive training and licensing support.

Successful candidates will possess a bachelor’s degree or equivalent experience, strong communication skills, and an entrepreneurial mindset.