Wealth Advisor Trainee: Licensing & Growth

equitable; New York (NY); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors in the United States seeks licensed financial professionals to build enduring client relationships, develop tailored financial strategies, and advise on products. The role emphasizes in-office collaboration and a commitment to helping clients reach financial goals.

Through FINRA sponsorship and a comprehensive 120-day training program, you will gain licensing while receiving mentorship and access to a Virtual University.

Qualifications

• 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 strong 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

• 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.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Values-driven

Licensing prerequisites

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in the United States seeks licensed financial professionals to build enduring client relationships, develop tailored financial strategies, and advise on products. The role emphasizes in-office collaboration and a commitment to helping clients reach financial goals.

Through FINRA sponsorship and a comprehensive 120-day training program, you will gain licensing while receiving mentorship and access to a Virtual University.