Wealth Advisor Trainee | FINRA Licensing & Mentorship

equitable; Stamford (CT); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Biweekly stable pay during training

Commissions and Bonus eligibility

Benefits: health, dental, vision, 401k

Employee Stock Purchase Plan (ESPP)

Disability and life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is actively recruiting financial professionals to build client relationships and develop personalized financial strategies. The role emphasizes licensing, sponsorship for FINRA, and mentorship to guide career growth in wealth management.

The position requires in-office presence and a values-driven, entrepreneurial mindset, with strong communication and collaboration skills to engage clients and learn from top performers.

Qualifications

• Bachelor's degree or equivalent education and work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 required/ Sponsorship provided for licensing.
• Values-driven mindset with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit and collaboration with top performers; authorized to work in the US.

Responsibilities

• Client engagement: build and nurture client relationships and manage portfolios.
• Develop financial strategies based on objectives and risk tolerance with clear guidance.
• Consult on products and services tailored to clients' situations.
• In-office presence required to build relationships and conduct activities.
• Maintain work-life balance with a flexible schedule while delivering results.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree or equivalent

Licensing: SIE, Series 7, Series 66

FINRA licensing process

Job description

Equitable Advisors is actively recruiting financial professionals to build client relationships and develop personalized financial strategies. The role emphasizes licensing, sponsorship for FINRA, and mentorship to guide career growth in wealth management.

The position requires in-office presence and a values-driven, entrepreneurial mindset, with strong communication and collaboration skills to engage clients and learn from top performers.