Wealth Advisor Trainee — FINRA Licensing Sponsorship

equitable; New York (NY); On-site; USD 37,000 - 60,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Personalized Coaching

Leadership Development School

CFP/ChFC designation support

Job summary

Equitable Advisors is actively seeking talented individuals in New York to join its wealth management track. The role focuses on client engagement, portfolio oversight, and strategic financial planning with comprehensive training through FINRA sponsorship.

The program offers a Preliminary Employment Period (PEP), access to a Virtual University, mentorship, coaching, and leadership development, plus opportunities to pursue CFP, ChFC, and other credentials while building a career in wealth

Qualifications

• Bachelor's degree or equivalent or work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset and willingness to learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Communication Skills

Collaboration

Licensing: State Life & Health, SIE, 7

Work Authorization

Mindset: entrepreneurial

Education

Bachelor's degree or equivalent

Tools

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is actively seeking talented individuals in New York to join its wealth management track. The role focuses on client engagement, portfolio oversight, and strategic financial planning with comprehensive training through FINRA sponsorship.

The program offers a Preliminary Employment Period (PEP), access to a Virtual University, mentorship, coaching, and leadership development, plus opportunities to pursue CFP, ChFC, and other credentials while building a career in wealth