Wealth Advisor Trainee – Licensing & Growth Path

Equitable Advisors; Saddle Brook (NJ); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day training program

Virtual University

Mentorship

Leadership development

CFP/ChFC support

Sign-On bonus

Stable pay

Commissions & bonus

Benefits package

Job summary

Equitable Advisors in Saddle Brook, NJ is seeking a Financial Professional to build client relationships, develop personalized financial strategies, and discuss tailored products. In-office work is required with a focus on growth and licensing progression.

The role emphasizes an entrepreneurial mindset, strong communication, and collaboration with top performers, with FINRA licensing sponsorship and extensive training opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• 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' situations.
• In-office presence required and maintain a balanced schedule.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Licensing mindset

Education

Bachelor's degree or equivalent skills

Job description

Equitable Advisors in Saddle Brook, NJ is seeking a Financial Professional to build client relationships, develop personalized financial strategies, and discuss tailored products. In-office work is required with a focus on growth and licensing progression.

The role emphasizes an entrepreneurial mindset, strong communication, and collaboration with top performers, with FINRA licensing sponsorship and extensive training opportunities.