Wealth Advisor Trainee - Licensing & Mentorship

Equitable Advisors; Melville (NY); On-site; USD 35,000 - 70,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Professional Growth

Sign-On Payment Eligibility

Job summary

Equitable Advisors is recruiting for a Financial Professional in New York, Melville to engage clients, develop financial strategies, and consult on products and services. The role requires in-office presence and licenses sponsored by the company, with a pathway to wealth management through licensing and employment.

The program includes comprehensive training, FINRA sponsorship, mentorship, and opportunities for professional growth, with a stable starting pay and potential commissions and bonuses

Qualifications

• Education: 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

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies by understanding clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.

Skills

Client engagement

Communication skills

Relationship building

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is recruiting for a Financial Professional in New York, Melville to engage clients, develop financial strategies, and consult on products and services. The role requires in-office presence and licenses sponsored by the company, with a pathway to wealth management through licensing and employment.

The program includes comprehensive training, FINRA sponsorship, mentorship, and opportunities for professional growth, with a stable starting pay and potential commissions and bonuses