Wealth Advisor Trainee | FINRA Licensing & Growth

EQH; United States; On-site; USD 36,000 - 55,000; Full time

Benefits offered by this job

Sign-on bonus eligibility

Stable paid compensation

Commissions and bonus

Comprehensive benefits

Job summary

Equitable Advisors in New York, NY seeks a Financial Professional to build client relationships and manage portfolios from our NY office. The role emphasizes developing tailored financial strategies aligned with client objectives and risk tolerance, while discussing suitable products and services.

The position offers a structured licensing path, including FINRA sponsorship, a 120-day training period, and mentorship.

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.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients’ financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients’ unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Client relationship building

Self-confidence

Work authorization

Education

Bachelor’s degree or equivalent

Job description

Equitable Advisors in New York, NY seeks a Financial Professional to build client relationships and manage portfolios from our NY office. The role emphasizes developing tailored financial strategies aligned with client objectives and risk tolerance, while discussing suitable products and services.

The position offers a structured licensing path, including FINRA sponsorship, a 120-day training period, and mentorship.