Wealth Advisor Trainee — FINRA Licensing & Mentorship

Equitable Advisors; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Mentorship

Leadership Development School

Commissions and Bonus

Benefits: health, dental, vision, 401k

Employee stock purchase plan

Job summary

Equitable Advisors in New York, NY invites experienced Financial Professionals to join our team. You will engage clients, develop financial strategies, and present tailored solutions while navigating licensing pathways and ongoing training.

This in-office role emphasizes relationship building, a structured pathway to wealth management, and access to robust resources, mentorship, and a supportive culture focused on client outcomes and 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.

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.
• Location: In-office presence required; collaborate with top performers for growth.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Collaboration

Education

Bachelor's degree or equivalent

Tools

SIE licensing

Series 7

Series 66

State Life & Health

Job description

Equitable Advisors in New York, NY invites experienced Financial Professionals to join our team. You will engage clients, develop financial strategies, and present tailored solutions while navigating licensing pathways and ongoing training.

This in-office role emphasizes relationship building, a structured pathway to wealth management, and access to robust resources, mentorship, and a supportive culture focused on client outcomes and professional growth.