Wealth Advisor Trainee: FINRA Licensing & Mentorship

Equitable Advisors; Town of Malta (NY); On-site; USD 29,160 - 35,640; Full time

Benefits offered by this job

Comprehensive benefits programs

Mentorship opportunities

Access to Virtual University for continuous learning

Job summary

A financial services firm in New York is seeking individuals passionate about helping clients achieve financial wellness. This role focuses on client engagement, developing personalized financial strategies, and offers extensive training for regulatory licensing. Candidates should possess strong communication skills and a collaborative mindset, with a bachelor's degree preferred. A stable salary and commission opportunities are included, along with comprehensive benefits programs.

Qualifications

• Must be values-driven with a track record of success
• Must have excellent interpersonal and communication abilities
• Must be entrepreneurial with a desire to impact others' lives

Responsibilities

• Build and nurture client relationships through networking events
• Develop personalized financial strategies based on clients' objectives
• Consult on financial products and services tailored to clients

Skills

Client engagement

Financial strategy development

Excellent communication skills

Collaboration skills

Education

Bachelor's degree or equivalent experience

Tools

FINRA licensing

Job description

A financial services firm in New York is seeking individuals passionate about helping clients achieve financial wellness. This role focuses on client engagement, developing personalized financial strategies, and offers extensive training for regulatory licensing. Candidates should possess strong communication skills and a collaborative mindset, with a bachelor's degree preferred. A stable salary and commission opportunities are included, along with comprehensive benefits programs.