Wealth Advisor Trainee - Licensed Pathway

Equitable Advisors; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Professional Growth Support

Sign-On Payment Eligibility

Stable Pay

Commissions and Bonus

Benefits Package

Job summary

Equitable Advisors in New York, NY is seeking a Financial Professional to build client relationships, develop personalized financial strategies, and advise on products and services in an in-office role. In-office presence is required to ensure effective client service and holistic wealth-management guidance.

The position includes FINRA sponsorship, a 120-day training period, access to Equitable Advisors' Virtual University, mentorship, leadership development, and the potential for CFP/ChFC

Qualifications

• Bachelor's degree or equivalent skills and work experience
• Licensing requirements include State Life & Health, SIE, Series 7, Series 66
• Excellent interpersonal and communication abilities with self-confidence
• Entrepreneurial mindset with a drive to impact others' lives
• Ability to collaborate with top performers
• Must be authorized to work in the United States

Responsibilities

• Client engagement and relationship building with clients
• Develop financial strategies based on clients' objectives and risk profile
• Discuss financial products and services tailored to clients' situations
• In-office presence required
• Maintain work-life balance with flexible scheduling

Skills

Client Engagement

Financial Strategy

Product Consultation

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in New York, NY is seeking a Financial Professional to build client relationships, develop personalized financial strategies, and advise on products and services in an in-office role. In-office presence is required to ensure effective client service and holistic wealth-management guidance.

The position includes FINRA sponsorship, a 120-day training period, access to Equitable Advisors' Virtual University, mentorship, leadership development, and the potential for CFP/ChFC