Wealth Advisor Trainee – Licensed Path & Mentorship

Equitable Advisors; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors in New York, NY is seeking a Financial Professional to build client relationships, develop financial strategies, and advise on products and services. In-office presence is required, with a structured path to wealth management through licensing and ongoing training.

The role emphasizes a values-driven mindset, collaboration with top performers, and opportunities for certifications such as CFP and ChFC, supported by FINRA sponsorship, PEP training, a virtual university, and

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 skills: excellent interpersonal and communication abilities with 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

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• 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.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Tools

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

Job description

Equitable Advisors in New York, NY is seeking a Financial Professional to build client relationships, develop financial strategies, and advise on products and services. In-office presence is required, with a structured path to wealth management through licensing and ongoing training.

The role emphasizes a values-driven mindset, collaboration with top performers, and opportunities for certifications such as CFP and ChFC, supported by FINRA sponsorship, PEP training, a virtual university, and