Wealth Advisor Trainee FINRA Licensing & Mentorship

Equitable Advisors; Secaucus (NJ); On-site; USD 33,000 - 50,000; Full time

Benefits offered by this job

Stable Pay for up to 24 months

Comprehensive Benefits Programs

Flexible Schedule

Job summary

Equitable Advisors in Secaucus, NJ is seeking a Financial Professional to help clients achieve their financial goals. This role involves client engagement, financial strategy development, and product consultation. Candidates must have a Bachelor's degree and relevant FINRA licensing. The position offers a structured path with mentorship and training opportunities, along with a flexible schedule. Compensation includes stable pay, commissions, and comprehensive benefits.

Qualifications

• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Must have a values-driven mindset with a record of success.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives to offer personalized strategies.
• Discuss financial products and services tailored to clients' situations.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licensing

Job description

Equitable Advisors in Secaucus, NJ is seeking a Financial Professional to help clients achieve their financial goals. This role involves client engagement, financial strategy development, and product consultation. Candidates must have a Bachelor's degree and relevant FINRA licensing. The position offers a structured path with mentorship and training opportunities, along with a flexible schedule. Compensation includes stable pay, commissions, and comprehensive benefits.