Wealth Advisor Trainee: Client Strategy & Licensing

Equitable Advisors; New York (NY); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking a Financial Professional in New York, NY to build client relationships, develop financial strategies, and tailor product recommendations. The role emphasizes licensing pathways, ongoing training, and mentorship within an in-office setting located in New York.

Qualified candidates will have a bachelor's degree or equivalent, relevant FINRA licensing, and a proactive, entrepreneurial mindset.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a track record of success.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients' objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients' situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Work authorization

Entrepreneurial mindset

Collaboration

Values-driven

Interpersonal skills

Self-confidence

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Financial Professional in New York, NY to build client relationships, develop financial strategies, and tailor product recommendations. The role emphasizes licensing pathways, ongoing training, and mentorship within an in-office setting located in New York.

Qualified candidates will have a bachelor's degree or equivalent, relevant FINRA licensing, and a proactive, entrepreneurial mindset.