Wealth Advisor Trainee — Licensing & Growth Path

EQH; United States; On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Employee Stock Purchase Plan

Disability Insurance

Life Insurance

Transportation Reimbursement Program

Job summary

Equitable Advisors is seeking a Financial Professional in New York, NY to build client relationships, develop financial strategies and consult on products and services. This in-office role emphasizes licensing through FINRA sponsorship and a structured training path.

Candidates should have a Bachelor's degree (or equivalent), be eligible to work in the United States, and pursue professional designations such as CFP or ChFC as part of career development.

Qualifications

• Bachelor’s degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit and collaboration with top performers.
• 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’ objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation: Discuss financial products and services tailored to clients’ 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

Education

Bachelor’s degree or equivalent

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

Job description

Equitable Advisors is seeking a Financial Professional in New York, NY to build client relationships, develop financial strategies and consult on products and services. This in-office role emphasizes licensing through FINRA sponsorship and a structured training path.

Candidates should have a Bachelor's degree (or equivalent), be eligible to work in the United States, and pursue professional designations such as CFP or ChFC as part of career development.