Wealth Advisor Trainee — FINRA Licensing & Mentorship

Equitable Advisors; New York (NY); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development School

Professional growth (CFP/ChFC)

Sign-On Payment Eligibility

Biweekly Stable Pay (up to 24 months)

Commissions and bonus

Job summary

Equitable Advisors seeks a Financial Professional in New York, NY to build client relationships, devise personalized financial strategies, and discuss products and services tailored to client needs.

The role requires a bachelor's degree or equivalent, licensing in Life/Health, SIE, Series 7, and Series 66, plus an entrepreneurial, results-driven mindset and strong communication skills.

Qualifications

• Bachelor's degree or equivalent experience.
• Licensed in US: Life & Health, SIE, Series 7, Series 66.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop financial strategies tailored to client objectives and risk tolerance.
• Discuss products and services suited to clients' situations.
• Work in-office with a flexible schedule to balance productivity and time.

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a Financial Professional in New York, NY to build client relationships, devise personalized financial strategies, and discuss products and services tailored to client needs.

The role requires a bachelor's degree or equivalent, licensing in Life/Health, SIE, Series 7, and Series 66, plus an entrepreneurial, results-driven mindset and strong communication skills.