Wealth Advisor Trainee: FINRA Licensing & Mentorship

Equitable Advisors

Secaucus (NJ)

On-site

USD 60,000 - 90,000

Full time

6 days ago

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Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership development

CFP/ChFC prep

Job summary

Equitable Advisors is inviting driven professionals to join our team in Secaucus, NJ, to build client relationships, develop financial strategies, and consult on tailored products and services. The role emphasizes in-office collaboration, networking, and growth opportunities.

You will receive FINRA licensing support, participate in a structured training environment, and have access to mentorship and leadership development programs designed to advance your wealth management career.

Qualifications

Education: Bachelor's degree or equivalent skills and work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
Personal attributes: values-driven with a track record of success and accomplishment.
Communication: excellent interpersonal and communication abilities with strong self-confidence.
Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
Collaboration: ability to work with and learn from top performers.
Work Authorization: must be authorized to work in the United States.

Responsibilities

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