Wealth Advisor Trainee - Licensing & Mentorship

Equitable Advisors; City of Albany (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

Stable pay (24 months)

Sign-on bonus

Commissions & bonus

Health insurance

401(k) plan

ESPP

Disability insurance

Life insurance

TRIP Transportation Reimbursement

Job summary

Equitable Advisors in Albany, NY seeks a Financial Professional to engage clients, develop financial strategies, and tailor product recommendations. The role requires an in-office presence and US work authorization, with licensing in Series 7, 66, SIE and Life & Health pursued through FINRA sponsorship.

You'll benefit from a comprehensive training program, 120-day PEP, mentorship, and access to Equitable's Virtual University, plus a stable biweekly pay for up to 24 months and potential

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: 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, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• 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.

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA Sponsorship

Job description

Equitable Advisors in Albany, NY seeks a Financial Professional to engage clients, develop financial strategies, and tailor product recommendations. The role requires an in-office presence and US work authorization, with licensing in Series 7, 66, SIE and Life & Health pursued through FINRA sponsorship.

You'll benefit from a comprehensive training program, 120-day PEP, mentorship, and access to Equitable's Virtual University, plus a stable biweekly pay for up to 24 months and potential