Wealth Advisor Trainee - Licensing & Growth

Equitable Advisors; New York (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

120‑day hands‑on training

Virtual University

Mentorship

Personalized coaching

Leadership development

Professional growth toward CFP/ChFC

Sign-On payment eligibility

Stable biweekly pay (first 24 months)

Commissions and bonus

Benefits: health, dental, vision, 401k

Job summary

Equitable Advisors in New York, NY, is seeking a Financial Professional to build client relationships, develop financial strategies, and discuss tailored products. This role requires in-office presence, FINRA licensing, and a client-focused mindset.

You will engage with clients to understand goals, manage portfolios, and collaborate with top performers to deliver guidance and services. A licensing path and ongoing training are provided to support career growth in wealth management.

Qualifications

• Bachelor's degree or equivalent experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Excellent interpersonal and communication abilities with confidence.
• 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' needs.
• In-office presence required; coordinate with clients and team.
• Maintain work-life balance through a flexible schedule.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Tools

State Life & Health licensing

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 discuss tailored products. This role requires in-office presence, FINRA licensing, and a client-focused mindset.

You will engage with clients to understand goals, manage portfolios, and collaborate with top performers to deliver guidance and services. A licensing path and ongoing training are provided to support career growth in wealth management.